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Savino Tax and Investment Advisory Group (tax)

Savino Tax and Investment Advisory Group

Taxes, Investments and Insurance
Thomas Savino, President

4060 Campus Drive Suite 220
Newport Beach, California 92660

Phone: (949) 748-1900

Thomas Savino is an Investment Advisor Representative and President of Savino Tax & Investment Advisory Group, a full-service tax and financial planning firm. In addition to the expertise offered by a staff of investment advisors, clients also benefit from the services of an in-house Tax Accountant. The firm covers all areas of financial management, from investment and retirement planning to risk management and estate conservation. Tom believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. this strategy must be tailor-made to fit each individual's unique needs, thus enabling it to meet both short- and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate.

Tom is a risk management expert, protecting all of his clients' assets. He balances their investments and savings, in keeping with their investment policy statement and tolerance for risk, while simultaneously remaining in concert with economic conditions. Thomas Savino is currently licensed as an Investment Advisor Representative, holding several licenses including: Series 65 Investment Advisor License, Series 7 FINRA General Securities License, Series 31 Options Contracts License, Series 63 Uniform Securities Agent State Law License, and all insurance licenses including Funeral Trusts.

Savino Tax & Investment Advisory Group services include: Investment Advice Accounting & Tax Preparation Retirement Strategies Small Business Services Estate Planning Life and Health Insurance Long-Term Care Insurance Income Planning Strategies 401K Rollovers Funeral & Estate Trust Experts.