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Tax & Financial Group


The Tax & Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. Headquartered in Newport Beach, CA, The Tax & Financial Group is firmly committed to providing you with: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs. Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies that meet your financial objectives. Unparalleled service:"Service that excels" is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.


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 disadvantages of a career opportunity in financial services. Finding the right combination between what you want out of a career, and what a career provides is a unique journey. We offer women advisors 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 Advisor that make it an attractive and fulfilling career choice for women.


We make available a wide range of quality insurance and investment products. Our financial advisors and registered representatives work with you to create financial solutions tailored to your individual needs. We spend the necessary time to thoroughly understand each client´s financial situation. Then we focus on helping clients define their current situations and develop specific, achievable goals.

Tax & Financial Group
4001 Macarthur Blvd. 3Rd Floor
Newport Beach, California 92660
United States
(949) 223-8100
(949) 223-8101 Fax