Cathy Fitzpatrick, AGT - Tax & Financial Group

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4001 MacArthur Blvd Ste 300
Newport Beach, CA 92660
+1 (949) 223-8100
http://tfgroup.com

Cathy Fitzpatrick, AGT - Tax & Financial Group, based in Newport Beach, CA, is a comprehensive financial services firm dedicated to helping clients achieve long-term financial security. With over 53 years in business, the firm offers personalized financial planning, investment management, business planning, and insurance services tailored to meet the unique needs of individuals, families, business owners, and executives.

The firm's approach emphasizes lifetime guidance, trust, and accountability, ensuring clients receive expert advice from a diverse team of financial professionals. By focusing on personalized service and a deep understanding of clients' goals, TFG aims to support clients in building and preserving wealth for generations.

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United States›California›Newport Beach›Cathy Fitzpatrick, AGT - Tax & Financial Group

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