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Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • TaxDome
    • Schwab
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Contact Info

  • Prescott Tax and Wealth Management
  • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
  • (949) 248-9815
  • (949) 661-5395
  • operations@prescott500.com
  • prescott500.com

Disclosures

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

Licensed to sell securities in the following states: AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA & WY.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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