Company Overview
- Headquarters
- 30950 Rancho Viejo, San Juan Capistrano CA
- Website
- prescott500.com
- Employees
- 6
- Founded in
- 1997
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Prescott Tax and Wealth Management
Prescott Tax and Wealth Management is a small financial services firm based in San Juan Capistrano, California. The company employs five individuals and generates an annual revenue of $2.5 million. Prescott Tax and Wealth Management offers a comprehensive range of financial services catering to a diverse clientele. Their team comprises Certified Public Accountants (CPAs), Wealth Managers, and Insurance Specialists, providing expertise in taxation, investment management, and insurance planning. Securities and advisory services offered by the company are provided through Independent Financial Group, LLC (IFG), a Registered Investment Advisor. Prescott Tax and Wealth Management and IFG operate as unaffiliated entities. For more information, visit Prescott Tax and Wealth Management's website at prescott500.com.
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