Tax & Financial Group – Newport Beach Headquarters Has Moved
We’re excited to share that the Tax & Financial Group, Newport Beach Headquarters, has officially moved into our new office as we continue to grow and elevate the experience we provide to our clients.
Our New Address
4695 MacArthur Court, 10th Floor
Newport Beach, CA 92660
Please use this address for all mail and in-office meetings going forward.
Designed with Our Clients & Team in Mind
Located just a half mile from our former office, our new headquarters remains in the heart of Newport Beach, prominently positioned at the major cross streets of MacArthur Blvd. and Campus Drive, directly across from John Wayne Airport. This vibrant, high-profile setting features state-of-the-art, modern amenities designed to enhance your experience, support our growing team, and provide a welcoming environment for every client meeting.
Our new space offers:
• A more refined client environment, complete with modern conference spaces and upgraded amenities designed to enhance every interaction
• Modern space for our growing team, allowing us to continue strengthening the depth and quality of the services we provide
• A convenient, centrally located headquarters, positioned within a dynamic professional campus and just steps from key Newport Beach hubs
What Hasn’t Changed
While our address is new, our dedication remains the same to provide you with the highest level of service and keep your financial strategy at the forefront of everything we do.
You will continue working with the same dedicated team you know and trust, receiving the same attentive, relationship-focused support and the unwavering commitment to your financial well-being that defines our firm.
Come Visit Us
We look forward to welcoming you to our new office and sharing this exciting milestone with you as we continue investing in the future and enhancing how we serve you through 2026 and beyond.
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. 20251207997 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.