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San Diego Tax and Financial

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    5411 Avenida Encinas, Suite 180
    Carlsbad, CA 92008

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    • Taxes
      • Tax Planning
      • Tax Preparation
      • Audit Representation
    • Investments
      • Financial Planning
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    • Insurance
      • Life Insurance
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    Broker Check

    Securities and advisory services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Tax planning and preparation services are provided by San Diego Tax & Financial Associates. Insurance services are offered through SDTF Insurance Services. The entities listed are not affiliated with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AZ, CA, CO, FL, HI, IL, MT, NC, NH, NV, OR, SD, TX, VA, and WA. CA Insurance License 0I48867. IRS EA 115812. CLICK HERE for a copy of Sagepoint Financials’ Customer Relationship Summary.
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    • Home
    • About Us
    • Taxes
      • Tax Planning
      • Tax Preparation
      • Tax Organizers
      • Audit Representation
    • Investments
    • Insurance
    • Rates
    • Contact
    • Book An Appointment
    San Diego Tax and Financial
    Book An Appointment