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Tax & Financial Group

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Tax & Financial Group

4001 MacArthur Blvd., 3rd Floor
Newport Beach, CA 92660

Phone: (949) 223-8100
Toll Free: (800) 373-2177
Fax: (949) 223-8101
Email: info@tfgroup.com


Tax & Financial Group has offices in California, Colorado, Hawaii, and Texas.

San Diego Office

5075 Shoreham Place, Suite 280, San Diego, CA 92122

Phone: (949) 223-8282
Fax: (949) 223-8101

Colorado Office - Colorado Springs

Pass it on, Inc.
1216 West Colorado Avenue, Ste. 100 Colorado Springs, CO 80904

Phone: (719) 471-8320

Colorado Office - Centennial

 

4901 East Dry Creek Road, Suite 102, Centennial, CO 80122

Phone: (303) 220-3227
Fax: (720) 693-9968

Hawaii Office

1001 Bishop St., Suite 2620 Honolulu, HI 96813

 

Phone: (808) 596-2533
Fax: (808) 596-0493

Texas Office

8610 N. New Braunfels, Suite 101B San Antonio, Texas, 78217

Phone: (210) 829-1300
Fax: (210) 829-4080

Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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