Windsor Sheffield & Co.

Randi Taxin - United Retirement Advisor Group Insurance and Education Specialist, Retirement Income Planner Randi Taxin is an insurance and education specialist with her expertise in Retirement Income Planning. 

She is a mother, wife, and a business owner with twenty years of experience. She is licensed in Pennsylvania, New Jersey, Florida and Texas.

Based in Wayne Pennsylvania, she is determined to teach the ABC of Conservative Investing through educating and empowering individuals everywhere to make informed decisions about their retirement needs. 

Randi’s credentials include Advanced Life and Health Insurance License through the Pennsylvania Department of Insurance. For many years, she has been teaching the ABC of Medicare to pre-retirees and retires in the Delaware Valley. With her great knowledge and education of Social Security, Medicare and the many choices of Supplemental Plans she is the go to person to see about all your retirement needs. She most recently completed all CMS training and testing to assist with the federally-facilitated marketplace for individuals and businesses.

Edward Jones Investments, nestled in Wayne, PA, stands out as a financial services establishment that caters to the unique aspirations of individuals, families, and small businesses seeking expert guidance in the realm of investments and financial planning. Their approach revolves around crafting bespoke strategies tailored to each client's specific needs, extending their expertise beyond investment management to encompass retirement planning, estate planning, and educational savings initiatives. At Edward Jones, the emphasis is not solely on financial transactions but on cultivating enduring partnerships with clients, fostering a culture of continuous support and consultation to equip individuals for the various stages life presents. With a network of dedicated financial advisors spread across the country, the firm champions a hands-on, personalized approach that demystifies financial planning, rendering it accessible and meaningful to a diverse array of investors seeking thoughtful and customized financial solutions. Generated using this brand's available information

GTM is a leading provider of corporate tax services. GTM’s unique approach centers on offering hands-on expertise at all levels, delivering flexible solutions built to each client’s needs, and providing value that endures the test of time. GTM’s comprehensive core services include tax accounting, income tax compliance, international tax, transfer pricing, sales and use tax, property tax, tax automation, tax training, tax credits and incentives, and tax consulting and planning. GTM is an award-winning, 100% employee-owned firm with international capabilities as an independent member of WTS Global. Learn more at www.gtmtax.com.