Jeremy and Ivette Taylor - Relationship is Everything

“Whenever someone tells me that they have burned all their bridges, I look at them and tell them tru...

“Whenever someone tells me that they have burned all their bridges, I look at them and tell them truthfully that I don’t build bridges that burn. Every bridge I have ever built to a friend’s heart has been made of stone.” ~ George White

Most business people would tell you that relationships are important to them, and in many cases, they are top priority. For Jeremy and Ivette Taylor, Financial Advisors with Ameriprise Financial in Menifee, building relationships is crucial.

“Relationship is everything! What we do here is not a single transaction. We watch the changes in the market, and we can tell you not only what the market did, but what does that mean to you and your ability to reach your goal,” Jeremy shared. “We like seeing clients meet their goals they came in with, but even more, we like showing them opportunities that they never knew existed. We are here in Menifee long term. We understand that treating clients right is the only way that is going to work.”

“In most cases, our clients are looking to secure a successful retirement and make the most of their current assets. Some are on the brink of retirement and they want to make their assets last, and still others who are in their mature years are looking to pass on a legacy. We can help with all of these. We want to help our clients remain in the driver’s seat and grow their money, live from their money and pass it on efficiently,” Ivette interjected.

These two know a little bit about building relationships that work. Jeremy and Ivette share not only their Ameriprise Financial office in Menifee, but their lives together as well. With complete professionalism, courtesy and respect, these two incredibly bright individuals have built a business together, with a common goal in mind; to serve the needs of their clients, and to help the community. While Ameriprise is a large company with a great deal of support, Jeremy and Ivette have created an office environment with a warm, close-knit feel, that welcomes clients and puts them at ease from the moment they step in the door.

One of the most important factors in their business is their assistant Kamala Davis. Kamala is the glue the holds everything together, while Jeremy and Ivette focus on their jobs as Advisors. “She helps follow up, makes appointments, organizes our business, plans and runs our calendars and our lives! The best thing is that our clients love her. We receive so many compliments from clients about Kamala, and we know what they are speaking of when they say those things. She’s awesome!”

Jeremy, Ivette and Kamala have almost a “family feeling” in their office, which helps clients realize that these folks are genuine. Jeremy’s Stepfather and two older brothers have been with Ameriprise for 30 years combined, not only inspiring Jeremy to follow into this business, but in many ways making Ameriprise a family profession. When Jeremy and Ivette met at Ameriprise, (she was also an Advisor at their corporate office) he recalls seeing her cross the lobby for the first time. He later came to learn that she was “positive, hard working, had a good attitude, and found her so amazing!” They seemed to be a perfect fit from the beginning, and eventually Ivette became part of Jeremy’s family too.

“My Mom is almost the only one in the family who is not with Ameriprise! I am sure she gets tired of us discussing work at family functions! But she’s a real trooper, and always has been.” Jeremy was raised by a single mother, as was Ivette, so they both saw their Mothers doing everything on their own. “Both of our Mom’s single-handedly raised 3 kids each,” Ivette said. “Women are built to not be risky, to value security, and to put everyone before themselves. We saw this with our own mothers. All three of those traits are fatal flaws for future financial security. One of our goals is to help mature women in a way that they can have financial security, but still increase their assets. Most women don’t want to be a burden on their children, but what they forget is that if they don’t plan now, they may become a burden in the future. We want to help with that.”

In real estate the old adage, “Location, location, location,” may ring true, but for Jeremy and Ivette, the adage has become, “Relationship, relationship, relationship!” From their dog Sasha, a Christmas gift from Jeremy to Ivette in 2008, to their commitment to one another, these two realize that life is sweeter when you cherish the ones you love. Their motto, “A referral is the highest compliment I can receive,” rings clearly in their desire to do their jobs to the best of their ability, not for their own satisfaction, but for the knowledge that they have done right by others. “We are financial planners, we are trained to help manage financial decisions, but what we specialize in is people.”

To talk to the Taylors, contact them at:

29826 Haun Rd
Ste 206
Menifee, CA 92586-6547

Phone: (951) 679-2222
Fax: (951) 679-2254



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