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TAG Financial and Insurance Services Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

TAG Financial and Insurance Services provides customized investment and insurance planning for both businesses and individuals. The firm emphasizes tax reduction and tax-efficient investment strategies, seeking to optimize client portfolios within the framework of financial planning. Life insurance is leveraged for estate planning and retirement funding as part of a comprehensive planning approach. Based in Los Angeles, California, the company operates within the financial services sector, offering planning services that integrate tax considerations with insurance solutions.

Its client base includes business clients and individuals pursuing coordinated financial strategies designed to address tax efficiency, estate planning, and retirement needs. Operating from Los Angeles, the firm positions itself among mid-sized financial services providers focused on tailored planning solutions.

Find TAG Financial and Insurance Services employees' phone numbers or email addresses

TAG Financial and Insurance Services Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

TAG Financial and Insurance Services's Leadership

  • Stylized image of a person
    A. A.
    Owner-Principal Broker
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Financial Advisor
    Phone icon
    Mobile Phone

TAG Financial and Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from TAG Financial and Insurance Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. A.
    Owner-Principal Broker
    Phone icon
    Mobile Phone
    United StatesOregon
    Apr 25, 2025
  • Stylized image of a person
    B. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 14, 2026

Frequently Asked Questions

What is TAG Financial and Insurance Services known for?

Minus sign iconPlus sign iconTAG Financial and Insurance Services operates in the Financial Services industry. The company's main headquarters is located in Los Angeles, California 90017 United States; you can contact the main corporate office by phone at
+1-206-721-****
. Explore TAG Financial and Insurance Services's company overview page for more information.

What is TAG Financial and Insurance Services's most common email format?

Minus sign iconPlus sign iconTAG Financial and Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TAG Financial and Insurance Services email formats with LeadIQ.

How many employees does TAG Financial and Insurance Services have currently?

Minus sign iconPlus sign iconTAG Financial and Insurance Services has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are TAG Financial and Insurance Services's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, TAG Financial and Insurance Services's key employees include:

  • Owner-Principal Broker: A. A.
  • Financial Advisor: B. H.

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