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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
    • RightCapital
  • FAQ
  • Blog
  • Our Location
  • Client Login

Pres2015-10-1000

We’d Love to Hear From You


Address:

30950 Rancho Viejo Road
Suite 100
San Juan Capistrano, CA 92675-1767

Get Directions →

Phone number:

(949) 248-9815
(888) 567-3837 Toll Free
(949) 661-5395 Fax

Email:

contact@prescott500.com

We are open:

Monday – Friday 8:30 AM – 5:30 PM

Additional times available upon request

Find us on:

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
  • contact@prescott500.com
  • https://prescott500.com

Serving All of South County

  • Laguna Beach
  • Laguna Niguel
  • Ladera Ranch
  • Aliso Viejo
  • Capistrano Beach
  • Irvine
  • Foothill Ranch
  • Rancho Santa Margarita
  • Coto De Caza
  • Dove Canyon
  • Lake Forest
  • Monarch Beach
  • Mission Viejo
  • Laguna Hills
  • Laguna Woods
  • Dana Point
  • San Juan Capistrano
  • San Clemente
  • Trabuco Canyon
  • Rancho Mission Viejo

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, MN, MT, NC, NM, NY, NV, OH, OR, PA, TX, VA & WA.

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.

© 2020 · Prescott Tax and Wealth Management

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