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 Leadership Team at Tax & Financial Group is responsible for setting the strategic direction, overseeing operations, and ensuring the delivery of exceptional personalized service across all financial services offered. Comprised of senior executives including the Chief Executive Officer, Chief Operations Officer, and Senior Vice Presidents, this team drives the company's mission to help clients achieve long-term financial security through tailored financial planning, investment management, business planning, and insurance services.

Leadership Team

Financial Planning and Advisory

Accounting and Finance

Leadership Team

About

Team members

Other teams at Tax & Financial Group

Financial Planning and Advisory

Accounting and Finance