Tax & Financial Group

  • Financial Services
4001 MacArthur Blvd.
Newport Beach, CA 92660
(949) 223-8411
Monday-Friday 7:30am-5:30pm
Appointments may be arranged outside of regular business hours.
  • About

    Founded over 45 years ago, Tax & Financial Group (TFG) is a comprehensive financial services firm and is highly experienced in developing intelligent, long-term financial strategies. We specialize in guiding business owners and individuals with the accumulation and preservation of wealth through business strategies, financial planning, risk mitigation, and investment services. We work with business owners in the creation of business succession techniques using a comprehensive process that addresses retention of key employees, estate planning, and tax strategies. We are firmly committed to providing our clients with expertise, sound strategies and unparalleled service.

    Tax & Financial Group – 4001 MacArthur Blvd., 3rd Floor – Newport Beach, CA 92660 This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation. Sacha is a Registered Representative and Investment Advisory Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. Financial Advisors do not provide specific tax or legal advice. 1479220, DOFU 04.16

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  • Whom to Contact

    • Karen Lomas
      Financial Advisor
      4001 MacArthur Blvd.
      Newport Beach, CA 92660
      Phone: (949) 223-8411
      Cell Phone: (714) 651-5716
      Fax: (949) 223-8101