Program Information The Tax & Financial Group is a comprehensive financial service company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our experienced financial professionals. Headquartered in Newport Beach, CA, The Tax & Financial Group is firmly committed to providing you with: ??? Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the right strategies to help you meet your financial needs. ??? Well established strategies and quality products: We use an established, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies that meet your financial objectives. ??? Exceptional Service: ???Service that excels" is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.