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American Financial and Tax was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We know that your individual circumstances will change over the years, just like your financial situations will change. We like to meet with you periodically to review your current investment needs and make necessary adjustments whether to address a family situation, college funds or an approaching retirement.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

We take our commitment to our clients very seriously. It’s your money - you worked hard to earn your money. Words like trust, integrity and honor - they have meaning to us. We strive to earn your trust as we demonstrate our integrity and in the way we honor your finances as we apply our expertise to your specific needs.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (714) 669-1172.