Nick Taber
Financial Representative at WestPac Wealth Partners
- Role
- Financial Advisor at WestPac Wealth Partners
- Location
- Missoula County, MT, US
- LinkedIn followers
- 500 followers
About Nick Taber
Helping business owners, professionals, and families achieve holistic financial balance…
Experience
Financial Advisor
Jan 2007 — Present
Working within a focused group of clients to provide wealth accumulation focusing on lower risk, and aiming for strategies that have less exposure to tax, while maintaining liquidity, and our philosophy of a protection first foundation.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 CENTERPOINTE DRIVE, SUITE 220, LAKE OSWEGO OR, 97035, 50••••••45. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0I36815. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Retirement Planning
- Analysis
- Public Speaking
- Fixed Annuities
- Financial Analysis
- Customer Service
- Life Insurance
- Term Life Insurance
- Business
- Small Business
- Tax
- Finance
- Sales
- Mutual Funds
- Strategic Planning
- Disability Insurance
- Insurance
- Sales Management
- Networking
- Retirement
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