We’re excited to share that the Tax & Financial Group – Newport Beach Headquarters will be moving to a new office as we continue to grow and elevate the experience we provide our clients. Our new location will be at:
4695 MacArthur Court, 10th Floor Newport Beach, CA 92660
Located just half a mile from our current office, our new headquarters will remain in the heart of Newport Beach, prominently situated at the major cross streets of MacArthur Blvd. and Campus Drive, directly across from the John Wayne Airport. This vibrant, high-profile location offers state-of-the-art, modern amenities.
What You Need to Know:
- Please use our new address for mail and for in office meetings starting January 12th, 2026.
- Until then, please continue to use our current address at: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660
We look forward to welcoming you to our new office soon. While our address will be new, our dedication to providing you with the highest level of service remains the same, keeping your financial strategy at the forefront of everything we do. This relocation is just one of many ways we are investing in the future, enhancing how we serve you in 2026 and beyond.
Warmly,
Tax & Financial Group
Securities offered through Cetera Wealth Services, 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. 20251201937 DOFU 12/2025
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 Wealth Services, 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. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, 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 Wealth Services, 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 Wealth Services, 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 Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
Securities offered through Cetera Wealth Services, 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. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, 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 Wealth Services, 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 Wealth Services, 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 Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.