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.