Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive and unique solutions. At TFG, we understand that the economy and the markets are always changing, we continually refine our allocation models, review thousands of research publications each year and employ diverse products and strategies to actively manage our clients' portfolios.

TFG works not only with individuals and small businesses in planning for their financial needs, but also University Endowments, Charitable Foundations, and Financial Institutions. We strive to exceed our clients' expectations every day and to transform their lives by providing the best possible client experience.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.
Hyperlink to the FINRA website:
Hyperlink to the SIPC website:

Our Team:

Debra Taylor, CPA/PFS,JD
Debra is the principal of Taylor Financial Group, LLC. Debra’s education and career has spanned many fields, and thus she is able to provide a multidisciplinary approach to the needs of her clients. Today, Debra focuses exclusively on wealth management for high net worth individuals, corporations and servicing the needs of tax exempt organizations. Debra takes a holistic approach to these areas, incorporating her legal expertise and tax background to provide integrated solutions to clients.


Steven Gelber, Key Account Specialist
Steven is responsible for assisting in the wealth management process and monitoring investment performance. Steven also assists in the management of commercial properties, as well as analyzes investment opportunities. He attended Boston University in Massachusetts where he graduated with honors, attaining a BSBA with a concentration in Finance. He currently holds his Series 7 registration with LPL Financial and 66 registrations with CWM, LLC, as well as Life and Health Insurance licenses in the State of New Jersey. Steven is active with many different community organizations and charitable groups throughout the Northern New Jersey area serving as a co-facilitator of the Rotary Youth Leadership Award, as well as a member of Rotaract and the Benevolent and Protective Order of Elks. Prior to joining Taylor Financial Group, Steven worked in investment management with Financial Network Investment Corporation.