Tax & Financial Group
Cherie Maxwell is a New Business Case Manager at Tax & Financial Group, where Cherie processes applications for various types of insurance. Cherie also has experience as a Senior Policy Specialist, working closely with Agents to coordinate insurance policy information. Additionally, Cherie worked as a Distributor at YOR Health, focusing on health and financial stability. Cherie attended California State University, Fullerton in 1977-1979.
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.