Cathy Fitzpatrick's Contact Details

Cathy Fitzpatrick's Company Details

Tax & Financial Group

Newport Beach, CA, US • 100 - 249 Employees
Financial Services

Tax & Financial Group a boutique Financial Services firm headquartered in Newport Beach, CA. TFG has been enhancing lives for over 40 years and provides a wide range of financial products and related services to families, business owners, and high-net worth individuals in the following areas: Business Life InsuranceBusiness Succession StrategiesBuy-Sell StrategiesCollege FundingComprehensive Financial PlanningDisability Income StrategiesEstate PlanningExecutive Compensation StrategiesGroup BenefitsIndividual Life InsuranceInvestment Advisory ServicesLong-Term Care StrategiesPhilanthropic StrategiesProperty & Casualty InsuranceRetirement Income StrategiesTax Reduction StrategiesCertain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"​), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.