Tax & Financial Group, headquartered in Newport Beach, is honored to announce that it has again been named in the Top 15 of the Orange County Business Journal’s 2021 List of Financial Advisors/Brokers. This year marks the fifth consecutive year TFG has been included in The List, and its ranking has steadily climbed year over year. As of April 2021 the list is based on a variety of criteria including services offered, change in number of employees, and number of offices both in Orange County and overall.
TFG is proud to have been serving clients for more than half a century. “At Tax & Financial Group, we are pleased to provide an unparalleled financial services team composed of dedicated associates. We are grateful, to serve our clients with our signature passion and care,” said Dick McCloskey of Tax & Financial Group.
Tax & Financial Group (TFG) is a comprehensive financial services firm headquartered in Newport Beach. For 51 years, Tax & Financial Group has been helping people use their financial and personal assets to enhance the lives of their families, the success of their businesses, and the strength of their communities for generations to come.
Tax & Financial Group provides a wide range of financial products and related services and is firmly committed to providing their clients with financial expertise, sound strategies, and high-quality service. TFG’s talented financial service associates pursue this goal with energy and enthusiasm.