San Diego, MARCH 1, 2022 — On Tuesday, Tax & Financial Group, a leading financial services firm headquartered in Newport Beach, CA, announced the grand opening of its new, expanded San Diego office. Located in the freshly-renovated building at 5075 Shoreham Place, San Diego, CA 92122, the upgraded location features ample parking and excellent regional access via I-805 and SR 52 to better serve clients and visitors.
“This move comes as a response to the continued growth of our San Diego financial services team, and is an expression of our commitment to expanding our presence in the region” says CEO Sean McCloskey. “The new office provides a highly accessible and convenient location for clients.”
On-site amenities in this airy, light-filled building include an outdoor seating area and a courtyard with sculptural water feature. Tax & Financial Group’s new home is a corner suite with reception area, conference room, and window-lined offices.
The San Diego office is one of several branch offices of Tax & Financial Group, which offers a wide range of financial products and services including business succession and financial planning, retirement income accumulation and distribution strategies, investment portfolio management, estate and philanthropic planning, college funding solutions, and risk management strategies.