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.
Make a Life
With Us.
Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.
Make a Life
With Us.
Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.
© 2023 Tax & Financial Group All Rights Reserved
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.