THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER BAY AREA

GEORGE EGAN

Investment Advisor Representative & Tax Expert

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George Egan
  • corcap1@pacbell.net

  • 510-412-1040

  • 3150 Hilltop Mall Road, Richmond, CA 94806

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For over 25 years our firm has served the Bay Area as a trusted ally, striving to take the sting out of tax liability, with year-round services.

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Proactive, Goal-Oriented Approach

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Based out of Richmond, California, we work with individuals, small and mid-sized businesses providing tax planning and preparations. With the size of our firm and the depth of industry knowledge and experience, we can handle all of your tax and accounting needs.

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  • IRS Enrolled Agent (enrolled to practice before the Internal Revenue Service)
  • Always a commitment to individual attention
  • Fair Pricing
  • IRS Authorized e-file provider


Memberships

    • Member of the National Association of Tax Professionals (NATP)
    • Member of the National Society & California Society of Enrolled Agents (NSEA & CSEA)
    • Member of the Better Business Bureau (our BBB review)
    • Board of Directors for Better Busines Bureau (BBB)
OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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