Tax and Financial Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Tax and Financial Group's estimated annual revenue is currently $288.1M per year.(i)
  • Tax and Financial Group's estimated revenue per employee is $294,000

Employee Data

  • Tax and Financial Group has 980 Employees.(i)
  • Tax and Financial Group grew their employee count by 7% last year.

Tax and Financial Group's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
SVPReveal Email/Phone
3
Director Contracting & LicensingReveal Email/Phone
4
Chief Operating OfficerReveal Email/Phone
5
Director Investment ServicesReveal Email/Phone
6
Director, Investment Advisory ServicesReveal Email/Phone
7
Manager, Life New Business/Client Service CenterReveal Email/Phone
8
New Business Case ManagerReveal Email/Phone
9
Financial StrategistReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$67.9M411-22%N/A$1B
#2
$0.2M3N/AN/AN/A
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What Is Tax and Financial Group?

The Tax & Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. 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 best strategies to help you meet your financial needs. Proven strategies and quality products: We use a proven, 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. Unparalleled 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.

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Total Funding

980

Number of Employees

$288.1M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Tax and Financial Group News

2022-04-21 - USA finance and payments live updates: $2,753 monthly check, tax deadline 2022, gas stimulus check...

The IRS continues to send tax refunds as Americans await support to combat inflation such as a gas stimulus check.

2022-04-20 - Perspective | Can younger sister avoid taxes when inheriting older sister's home?

REAL ESTATE MATTERS | By receiving the home as a gift, younger sister might be able to avoid estate taxes. However, she might be subject to...

2022-04-20 - In DC, Musk's Twitter deal is either a free speech victory or fuel to tax the rich

Twitter's decision to accept billionaire Elon Musk's bid to buy the company and take it private prompted polarized reactions in Washington,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
N/A9891%N/A
#2
$455.5M12055%N/A
#3
$268.3M1369N/AN/A
#4
$620.5M24725%N/A
#5
$964.3M25517%N/A