Phone: 415.480.3669
Email: Nicholas@ncfinancialgroup.com
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NC Financial Group
  • About
    • Founder - Nicholas Casagrande
    • Founder's Note
    • Our Approach
    • Our Team
  • Wealth Management
  • Engagement Letters & Forms
  • Tax Services
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    • Important Tax Dates
    • Paying Your Taxes
    • Tax Resources
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NC Financial Group

Client Portal

Please choose from the following links.

Investment

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Tax

  • Engagement Letters & Forms
  • Important Taxes Dates
  • Tax Organizer
  • Send Us Your Files*      *Software For Tax Use Only
  • W-4        W-9
  • Paying Your Taxes
  • Track my Federal Refund
  • Track my Amended Federal Refund
  • Track my California State Refund

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

 

 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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