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Tax & Financial Group


Tax & Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and a sense of security.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

Career Opportunities

We are always looking for the right individuals whose expectations for excellence match our own. We use a mutual selection process and spend an extensive amount of time with prospective candidates. We'll give you an honest view of both the advantages and challenges of a career opportunity at Tax & Financial Group.

Finding the right combination between what you want out of a career, and what a career provides is a unique journey. We offer advisers a unique blend of support, freedom and quality. The right balance between building something for yourself, but not by yourself. There are many qualities about being a Financial Adviser that make it an attractive and fulfilling career choice.


At Tax & Financial Group, we provide expert assistance in the following areas:

Strategies for Individuals

  • Risk Management
  • Financial Solutions
  • Investments Strategies
  • Health Insurance
  • Property & Casualty Insurance

Strategies for Businesses

  • Business Services
  • Group Benefits
  • Exit & Succession
  • Company Sponsored Retirement Plans
  • Executive Benefits

Our Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Contact Us
Tax & Financial Group
4001 MacArthur Blvd.,
3rd Floor , Newport Beach,
California 92660