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.

Insurance

Investment Management

Tax & Financial Group

Sean Mccloskey

Karen Bourne

Andrew A. O'Brien Jd

Tae Kim

Andy O ' Brien

Christine Tapia

The Financial Planning and Advisory team at Tax & Financial Group (TFG) specializes in creating tailored financial plans to help clients achieve long-term financial security. This team is responsible for assessing clients' financial situations, developing strategic plans, providing investment advice, and offering guidance on wealth management, retirement planning, and tax-efficient strategies. Their expertise ensures that clients receive personalized, comprehensive advice to grow, protect, and conserve their wealth.

Financial Planning and Advisory

Accounting and Finance

Leadership Team

Financial Planning and Advisory

About

Team members

Other teams at Tax & Financial Group

Accounting and Finance

Leadership Team