Taggart Income Investments is a specialty research and brokerage service offering carefully screened investments, many of which are designed to generate current income. Some of our offerings include traditional investments like stocks, bonds and mutual funds. However, we also offer alternative investments such as real estate investment trusts (REITs), master limited partnerships (MLPs), and securities that qualify for tax-deferred real estate exchanges (i.e. 1031 exchange). We are proudly affiliated with the Cascadia Wealth Management group, and offer securities through our broker dealer, Cetera Advisors LLC, Member FINRA/SIPC.
The thorough vetting process that we employ before offering an investment to our clients is a point of pride and distinction for us. Furthermore, we strive to set ourselves apart from the pack through rigorous formal education, extensive ongoing training, and broad experience in the financial industry. This uncommon training and experience, combined with our client-centric philosophy of service, enables us to offer unique insights into the intricate workings of even the most sophisticated products in the industry, and to determine their appropriate application to specific client needs.