Joseph Taylor


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Joe Taylor joined the firm in September 1997. He is a graduate of the University of Utah with a degree in Political Science. The focus of Joe's practice has been on providing complete financial planning to help small business owners and individuals reach their financial objectives.

    His 15 years of industry experience with qualified plans such as 40Ik and non-qualified plans and Deferred Compensation gives him a unique understanding of compliance issues and "best practices" for the small business owners in an ever changing world of regulations.

    Joe has earned many industry recognitions including MassMutual's Top of the Council, Blue Chip Council, Leaders qualifier, as well as a qualifying member of The Million Dollar Round Table from 1998-2001 and 2003-2013. Joe's experience with individuals and corporations gives him a detailed understanding of retirement planning, key employee retention as well as asset allocation strategies.

    Designations/License/Registrations:

    Certified Long Term Care Consultant (CLTC)

    FINRA Series 7 (General Securities)

    FINRA Series 63 (Uniform Securities Agent)

    FINRA Series 65 (Investment Advisor Law)

    Licensed in Arizona, Idaho, Montana, Ohio, Utah and Washington

    See Joseph’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    MassMutual Intermountain West

    Main Office

    6330 South 3000 East Suite 600
    Salt Lake City, UT 84121

    Visit Agency Website

    CRN201811-186964