Tax and Financial Group

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4001 MacArthur Blvd Ste 300
Newport Beach, CA 92660
+1 (949) 223-8100
http://www.tfgroup.com
Tax and Financial Group (TFG) is one of the leading financial services firm located in Newport Beach, Calif. Established in 1970, the company is a life insurance agent that offers financial solutions for individuals and businesses. It offers a range of services to its vast client base that includes risk management, financial solutions, investment strategies and health insurance. Tax and Financial Group (TFG) offers insurance based products to its clients, including life, disability, split-dollar, executive compensation and deferred compensation strategies.

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Reviews

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3.010 reviews
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Gina O.
2/22/2022

I've been working with TFG for past 10+ years. They have helped with creating a Financial Plan for me to successfully retire along with my Estate planning needs as well. Highly recommend!!

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Pedro A.
6/17/2022

I have been working with Tax and Financial Group since the early seventies. I have been extremely satisfied with all their services and personnel. My portfolio has increased substantially under...

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Lisa C.
8/15/2019

I have bee working with Jonathan, Sarah and Karen for years. They started managing my 401k and I ended up open other accounts that they manage over the years. They are always responsive and...

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Fred C.
4/27/2015

If I could give less stars I would. I have invested hundreds of thousands of dollars with this firm and am pleased that I have moved every dime somewhere else. I have used them for IRA and Life...

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Don H.
1/15/2021

Do not use this group for any Buy/Sell agreements. My family business did 30 years ago. Bought 4 Key Man Policies through them and all but one have been nothing but Legal battles, Attorney fees...

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