We spent some time with Daryl Tusa, CFP?, CLU? discussing the role that one of our core values, ??integrity, plays at TFG.
关于我们
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
- 网站
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https://www.tfgroup.com
Tax & Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Newport Beach，CA
- 类型
- 私人持股
- 创立
- 1970
- 领域
- Financial Planning、Insurance、Investments、Property and Casualty、Long Term Care、Disability、Group Benefits、Business Insurance、College Planning和Estate Planning
地点
Tax & Financial Group员工
动态
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May you have the luck of the Irish this St. Patrick's Day!?#StPatricksDay #LuckOfTheIrish
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What does??Happiness mean to you? At TFG we are proud that Happiness is one of our core values. TFG Advisor, David Alarid demonstrates Happiness on a daily basis.
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This Saturday is International Women's Day! At TFG, we celebrate the strength, resilience, and brilliance of women everywhere. Here's to the incredible women in our team and across the world—together, we continue to break barriers, inspire change, and uplift each other.#IWD2025 #StrongerTogether #March8th
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Recently our CEO, Sean McCloskey led a session on our company values: ??Responsibility ??Excellence ??Integrity ??Happiness
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You are cordially invited to TFG Effect. RSVP today to guarantee your spot. https://lnkd.in/gBg_mQrK
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We just wrapped up our company kick-off meeting. It was a full house including our out of state advisors and special guests who joined us from around the country. The day was filled?with education, connection and memorable moments. We’re so glad we could share this experience with such an amazing team. Until next time! #Teamwork #Grateful #MemoriesInTheMaking??
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