Noel Taylor Agency Financial Services

About Us

Here to help you achieve your financial goals

At Noel Taylor Agency Financial Services, we assist our neighbors and friends in the Southeast, United States to get on track towards a secure financial future heading into retirement. We value our community and all those within it, working everyday to offer them a variety of financial products to pave a path towards reaching their financial goals. Their needs, goals and demands are the foundation on which we have built our business, and our greatest fulfillment lies in seeing our clients living the retired life they’ve always dreamed of.

Our Three Step Process

Step One

Understand Your Goals

In your first meeting, one of our agents will discuss your goals and get to know you. No products will be discussed in this meeting! We want to get to know who you are and what you need.

Step Two

Create a plan

After assessing your goals and needs, your agent will map your financial plan and discuss it with you. You will be filled in on every aspect of the plan! The plan will not be implemented until you are all on the same page. 

Step Three

Implement & Review

During your third meeting, the plan will be enacted and any loose ends will be tied up. From there on out, your agent will review your plan and ensure that you are still on track for meeting your goals. Adjustments will be made appropriately, but never without your approval.

Noel Taylor Agency Financial Services

Our Team

Below are the wonderful people that make up the NTA team. To learn more about them, press “Read More” below.  They are all an important part of meeting your needs and goals!

Lamar Brabham

Lamar Brabham

CEO & Founder

Sandy Brabham

President & Co-Founder

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David Rothfuss

Financial Professional

Larry Ackerman

Financial Professional

Samantha Marsh

Client Interface Manager

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