Choice Financial Services was founded in 1993 by R. Lyndon Taylor. David S. Wilson came on board in 1997, and Zach Taylor joined in 2016. Lyndon, David and Zach’s efforts are augmented and enhanced by a phenomenal staff to help ensure our clients experience excellent service from us. We pledge to assist you in every aspect of your financial life, provide you with options, and educate you about your choices.
“We want to make smarter financial choices with you, not for you.”
The Choice Financial name represents the firm’s approach. We listen to your goals first, find strategies, then educate you about your various options. We are independent so that we can be completely agnostic in our recommendations. We read the things others don’t read. We provide the options others don’t provide. If there is a creative strategy to achieve your objectives, we will uncover it.
“Education, communication, and teamwork yield smarter financial choices.”
We have held dozens of educational seminars at universities to help teach the public about financial matters, from basic budgeting and retirement planning to how to deal with market swings during an election year. We also host HR training events at corporate locations to help empower employees. And we conduct hundreds of one-on-one virtual as well as in-person meetings.
Choice Financial Services believes that education is vital to helping you make prudent decisions in order to achieve financial success.
Our goal is to assist our clients in every aspect of their financial lives. We provide the most personal service possible, thus earning a reputation for excellence in our industry. For each one of our clients, we strive to help them create financial stability, build security and ultimately, help them reach their goals for financial wealth. We are an independent firm with access to a multitude of strategies from dozens of different financial institutions. Our goal is your financial success.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Choice Financial Services, Inc. offers Securities through International Assets Advisory LLC (“IAA”) an Independent Registered Broker/Dealer Member FINRA/ SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC (“IAIM”), an SEC Registered Investment Advisor. IAA and IAIM are affiliated companies. Choice Financial Services, Inc. is unaffiliated with IAA and IAIM.
Registered Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This site and the content herein are subject to certain Legal Notices.
Empowering Our Clients with Education, Resources and Innovative Investment Strategies.
