TFG Financial Professional featured on the main platform at MDRT Meeting
Tax & Financial Group’s (TFG’s) David Alarid, an Associate Partner who has been with the firm since 1987, spoke on the main platform at this year’s meeting of the Million Dollar Round Table (MDRT). Founded nearly 100 years ago, MDRT is the leading global, independent association of life insurance and financial services professionals from more than 500 companies in 70 nations and territories worldwide.
TFG & CEO, Sean McCloskey featured in the Orange County Business Journal
June 13th, 2022, Family Workers ‘A Beautiful Thing’ at Tax & Financial Group. “Lots of family members are involved in the business,” Sean McCloskey said. “We may not all have the same name, but we’re all a family. “It’s a beautiful thing.”
Orange County Business Journal Recognizes Tax & Financial Group with Family-Owned Business Award
Irvine, JUNE 2, 2022 —Tax & Financial Group (TFG), a leading financial services firm headquartered in Newport Beach, CA, was proud to attend Orange County Business Journal’s 2022 award luncheon honoring the many outstanding family businesses operating in Orange County. During the ceremony, Founder, Dick McCloskey and TFG received a 2022 Family-Owned Business award recognizing Orange-County-based family-owned businesses that have distinguished themselves via their accomplishments and contributions to the local community.
Sacha Mackels & Stephanie Hughes recognized as BIA San Diego Most Valuable Trade Partner
On April 21, 2022, the BIA San Diego Chapter held their SMC Hops and Homes event in San Diego, CA. At the event, TFG Financial Professionals Sacha Mackels and Stephanie Hughes were recognized as Most Valuable Trade Partners for the first quarter of 2022. Stephanie has been a committed member of BIA. Sacha has been proud to serve on the board of the Specialty Contractors Committee and a past member of the membership committee.
Sylvia Ahn Amongst Speakers at Industry Conference
Last month, TFG Financial Professionals were proud to attend a Securian Conference and come together with 900 other participants in Rancho Palos Verdes, CA. Multiple TFG associates were recognized for their efforts in serving clients. Amongst TFG invitees were financial professionals: Bryan Azuma, Tara Bokosky, Dylan Costello, Ben Julianel, Grason Lanz, John Miller, Mike Gabrielian, Sarah Stouffer, Sylvia Ahn, Ron Dawson, Tony Hovorka, Scott Mason, and Colin McCoy.
San Diego Office New Location
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.
Tax & Financial Group named to 2021 Orange County Business Journal’s Top List of Financial Advisers/Brokers
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.
Tax & Financial Group Helps Local Families Celebrate the Holidays
At the end of December 2020, Tax & Financial Group (TFG) wrapped up the holiday season by participating in the Families Forward Adopt-a-Family Holiday Gift Program. Families Forward is an Irvine based organization that exists to help families in need achieve and maintain self-sufficiency through housing, food, counseling, education and other support services. The holiday season is the busiest time of year for volunteering at Families Forward. Each year, over 800 families are adopted through their Adopt-a-Family program, bringing joy to more than 2,200 children with special gifts for the holidays.
Tax & Financial Group celebrates Semi-Centennial Anniversary
On October 16th 2020, Tax & Financial Group (TFG), held a physically distanced ceremony to honor the firm’s 50th anniversary. Andy O’Brien, Managing Director of Financial Services unveiled a time capsule to be filled with significant company-related mementos preserving the memories and legacy that the firm has built over its 50 years. The time capsule will be opened on the firm’s Centennial anniversary in 2070. The ceremony included a congratulatory video in which Gloria Crockett, CEO of Make A Wish Orange County and Inland Empire Chapter, recognized TFG as a pillar of the community for raising over 1.9 Million to date for the nonprofit.
Tax & Financial Group has been named in the Top 20 of the Orange County Business Journal’s 2020 List of Financial Advisors/Brokers
Tax & Financial Group, headquartered in Newport Beach, is pleased to announce it has been named in the Top 20 of the Orange County Business Journal’s 2020 List of Financial Advisors/Brokers*. This is the fourth consecutive year TFG has been named to the list. The List was based on a number of registered Orange County financial advisors/brokers as of 2020.The publication also listed a variety of criteria including services offered, change in number of employees, and number of offices both in Orange County and overall.
TFG Celebrates the Addition of Andy O’Brien, JD, CFP®, CLU
On June 7th, 2019, Newport Beach based Tax & Financial Group (TFG), recognized Andy O’Brien for joining the firm as Managing Director. Andy adds to the excellent line up of resources that TFG counts on to serve clients. Andy’s role is to provide expert guidance related to advanced planning, personal financial planning, estate planning, business planning, and qualified plan design.
Earlier this month TFG was honored to be featured in the 11/11 Orange County Register Gift of Giving Guide
3rd Times a Charm – Sacha Mackels Honored with SD BIA’s Financial Associate of the Year Icon Award
Sacha Mackels, Financial Strategist with Tax & Financial Group was recognized as the San Diego Building Industry Association’s (SD BIA) Financial Associate of the Year Icon Award at the organization’s 9th annual Icon Awards on Saturday, 9/15/18. This was the 3rd consecutive year Sacha was nominated for the award.
TFG's "We Care for Kids, Inc." Tournament Raises $110,000 for Make a Wish of Orange County and the Inland Empire"
On Tuesday, August 28, 2018, Make A Wish hosted a thank you luncheon for Tax & Financial Group, where the firm presented Make A Wish with a $110,000 donation. Orange County and Inland Empire Make A Wish Chapter President, Stephanie McCormick and Board Member, Janine Lombardi were present to accept the donation.
Tax & Financial Group named to 2018 Orange County Business Journal Top 30 List of Financial Advisers/Brokers
Tax & Financial Group, headquartered in Newport Beach, is pleased to announce it has been named to the 2018 Orange County Business Journal Top 30 List of Financial Advisers/Brokers. The firm was also named to the list in 2017.