Tax & Financial Group Revenue
Financial Services • 
Newport Beach, California, United States • 501-1000 Employees
Tax & Financial Group revenue & valuation
| Annual revenue | $26,900,000 |
| Revenue per employee | $36,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $86,100,000 |
| Total funding | No funding |
Key Contacts at Tax & Financial Group
Matt Freeman
Director, Investment Advisory Services
Barbara Boyle
Director Of Contracting & Licensing
Daphne Berry
Director Of Staff Services
Lorena Leary
Director Of Recruiting | Career Advisor
Tiger Tax Services
Independent Business Owner
Pat Solomon
Director Of Insurance Operations
Robert Hedrison
Owner
Javier Gómez
Director Ejecutivo
Mahendran Vadiveloo
Assistant Director
Ahi Aung
Ceo
Company overview
| Headquarters | 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660, US |
| Phone number | +10644976 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Group Benefits, College Planning, Business Insurance, Disability, Insurance, Long Term Care, Financial Planning, Estate Planning, Property And Casualty |
| Founded | 1970 |
| Employees | 501-1000 |
| Socials |
Tax & Financial Group Email Formats
Tax & Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@tfgroup.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@tfgroup.com | 77.8% |
{first name}.{last name} | john.doe@tfgroup.com | 22.2% |
About Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. TFG provides a wide range of financial services in the following areas: Financial Planning Investment Management Business Planning Insurance Services 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. 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 tax or legal advice. 4001 MacArthur Blvd., Suite 300, Newport Beach, CA 92660
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Tax & Financial Group has 426 employees across 13 departments.
Departments
Number of employees
Funding Data
Tax & Financial Group has never raised funding before.
Tax & Financial Group Tech Stack
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