Trusted Columbia Financial Advisory Firm
PLT Group Financial Services offers personalized, holistic financial advisory services in Columbia, MD. Our team focuses on retirement planning, investment management, and protection strategies for individuals and families. We prioritize relationship building, ensuring trust and confidence in financial decisions. Reach out via phone or email.
Empowering Clients Through Education
We prioritize a relationship-focused approach, ensuring each client gains confidence through education-driven guidance. Our holistic planning perspective and understanding of federal retirement systems empower individuals to make sound financial decisions, all in a pressure-free environment that places clients’ needs at the forefront.
Our Journey to Empowerment
In 2006, PLT Group Financial Services was born from a desire to achieve financial freedom and help others. We've since guided hundreds towards wealth-building, emphasizing long-term savings and protection. Our journey reflects a commitment to nurturing financial independence, empowering a community to secure their financial futures together.
Patrick Taylor - Senior Financial Advisor
Patrick Taylor holds over two decades of financial expertise, helping families achieve economic security. He is dedicated to providing insightful strategies for wealth protection and growth. His commitment to financial literacy helped countless clients master personal finance. Patrick's skill in tailoring solutions builds strong client relationships and trust. PLT Group Financial Services is proud to have his support in our mission to empower financial independence.