SM

Sean McCloskey

CEO

Tax & Financial Group

Newport Beach, California


Contact Information

Email
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Company Information

Company
Tax & Financial Group
Industry
financial services
Employees
760.0
Seniority
C suite
Annual Revenue
26878000.0

Technologies

Route 53 Google Tag Manager Google Font API Mobile Friendly WordPress.org Shutterstock Circle Remote

Keywords

financial planning insurance investments property & casualty long term care disability group benefits business insurance college planning estate planning financial services venture capital ventures for good pre seed finance investment management business planning insurance services wealth management retirement strategy tax minimization risk management personalized financial solutions charitable giving wealth preservation corporate benefits consulting executive compensation legacy planning multi-generational wealth financial advisory trust services accounting services family office client-centric approach financial security risk assessment capital management customized investment strategies asset allocation tax strategies investment portfolio client relationship management financial education client engagement financial wellness financial goals market analysis investment research fiduciary services client advocacy financial transparency comprehensive wealth planning business succession planning health insurance disability income protection financial literacy small business solutions medical professional services life insurance long term care planning financial independence financial risk analysis b2b law practice legal services financial consulting consulting management consulting

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