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706.733.6888

Financial Services in Augusta and Evans, GA

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Dawson Taylor & Company is committed to helping you realize your fiscal goals.

At Dawson Taylor & Company, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs
  • Tax Advantage
  • Life Insurance Strategies
  • Estate Planning

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Dawson Taylor & Company, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Dawson Taylor & Company.

We are proud to provide fiscal planning services for clients near Augusta, Waynesboro, Martinez, Evans, North Augusta, and Grovetown.

Our Locations

Dawson Taylor & Company - Main Location

3510 Wheeler Road
Augusta, GA 30909
Main office: 706-733-6888

Dawson Taylor & Company - Waynesboro

525 W 6th St
Waynesboro, GA 30830
Main office: 706-554-1685

Our Providers

Testimonials

Lisa Allen is my agent for both of my business and she has been wonderful to have as an agent. She has gone out of her way on many occasions to help me when I needed something done. While I know she has many clients, she always makes me feel like my business is important and she is ready to help anytime needed. Strongly recommend.
Lisa Getson
We absolutely love the service we get with Lisa Allen at Dawson, Taylor & Co. I never have to wait long for any requests or replies to emails. She goes above and beyond for Rob Zapata's Electric, Inc. We get calls every year to requote but I tell them you can't beat the service along with the friendship gained with Dawson & Taylor. They really take care of us and take their job very seriously. Thanks for all you do!!!!
Chrissy Parker
Dawson, Taylor, and Co. is a great insurance brokerage firm. My car insurance had increased dramatically so I went to them for help. They were able to give me options and I chose a reputable insurance company that provides the same coverage at a greatly reduced price. I've been so pleased with D, T, and Co., I've since moved my homeowners through them as well. Highly recommend.
Ben Childs