
With two decades of experience as a licensed investment advisor and insurance agent, Crystal Davis-Taylor brings a wealth of knowledge and a genuine passion for helping individuals and families achieve financial security and peace of mind. At Davis Taylor Financial, Crystal and her team provide personalized guidance tailored to each client’s unique circumstances, ensuring that every financial decision is thoughtful and aligned with long-term goals.
Since 2012, Crystal has built a reputation in the Ottawa community for delivering trusted, comprehensive financial and insurance solutions with integrity and care. She understands that navigating the complexities of insurance, investments, and taxes can be overwhelming, which is why she is committed to simplifying the process and providing clear, straightforward advice.
Whether you are planning for your family’s future, protecting your assets, or managing your business finances, Crystal stands ready to serve as your dedicated financial consultant and partner on your path to success. Her approach is client-centered, focused on building lasting relationships based on trust, transparency, and results.
We Can Help With
- Annuities
- Business Tax Preparation
- Dental/Vision Insurance
- Disability Insurance
- Employee Benefits
- Estate Planning
- Final Expense Insurance
- Financial Planning
- Health & Medical Insurance
- Home Care Insurance
- Hospital Coverage Insurance
- Affordable Care Act
- Legal Documents
- Life Insurance
- Medicare & Medicaid
- Personal Tax Preparation
- Retirement Planning
- Short Term Medical Insurance
- Small Business Group Health
- Supplemental Insurance
- Tax Prep/Planning
- Wealth Management & More