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

Financial Planning and Advisory

Accounting and Finance

Leadership Team

Administrative Support Team

Business Operations

Tax & Financial Group

Org chart

Teams

Financial Planning and Advisory

Accounting and Finance

Leadership Team

Administrative Support Team

Business Operations

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