Team Wealth & Tax Advisors is the shared brand of Team Financial Group LLC, an SEC-registered investment adviser, and its separate affiliated tax companies, TeamTax and TeamTax Professionals, Inc. Our CFP® professionals and IRS Enrolled Agents help clients plan for wealth, retirement, and taxes. New advisory clients need $500,000 or more in investable assets. We are not currently accepting new tax-only clients. Advisory services are offered through Team Financial Group LLC as a fiduciary. Tax services are provided by the affiliated tax companies under separate engagements. SEC registration does not imply a certain level of skill or training. Reviews may be from clients or non-clients. Reviewers are not compensated, and we know of no material conflicts. Reviews may not represent all client experiences. Our Form ADV and Form CRS are on our website
Phone: (951) 308-6444
Cross Streets: Near the intersection of Winchester Rd and Margarita Rd
Closed now
- Fri 9:00 AM - 5:00 PM
40395 Winchester Rd Temecula, CA 92591 ·2138.03 mi
Is this your business? Verify your listing
Reviews
yelpI have been using Team Wealth & Tax Advisors for my taxes and my financial advisor since 1999. I have only had a great experience. Everyone in the office is so welcoming. I'm happy because my...
MoreI became a client this year, specifically because they offer tax and wealth management under one roof -- I was having a complicated tax year and was also considering moving my investment accounts...
MoreDid a good job, but after using them for ten years, I find David Leonhart to be less attentive and charging considerably more than other tax preparers. Priced a CPA for less fees, guess they no...
MoreWe have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He is knowledgeable, honest, and hard-working. Thank you, Jay!
MoreMy wife and I were very happy with Shyla Owen's service. She was thorough, fast in responding, and very informative towards the questions we had. We're thankful we worked with her and look forward...
More