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Teachers Tax & InvestmentFinancial advisor in Palm Desert, CA

Teachers Tax & Investment is a financial advisor at 77933 Las Montanas Rd Ste 102, Palm Desert, CA 92211, ranked #42 of 49 financial advisors in Palm Desert and rated 4.9 from 30 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palm Desert, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 770-3500Website ↗

Key facts

Key facts about Teachers Tax & Investment
Address77933 Las Montanas Rd Ste 102, Palm Desert, CA 92211Get directions
Phone(760) 770-3500
Websiteplanmember.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating4.9 from 30 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Palm Desert and 7 towns within 25 miles: Indio, Rancho Mirage, La Quinta, Cathedral City, Coachella, Palm Springs and Desert Hot Springs.

Based in Palm Desert, CAView on map

Opening hours

Opening hours for Teachers Tax & Investment
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Teachers Tax & Investment

How is Teachers Tax & Investment ranked in Palm Desert?

Teachers Tax & Investment is ranked #42 of 49 financial advisors in Palm Desert by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Teachers Tax & Investment’s hours?

Teachers Tax & Investment is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Teachers Tax & Investment serve?

Serves Palm Desert and 7 towns within 25 miles: Indio, Rancho Mirage, La Quinta, Cathedral City, Coachella, Palm Springs and Desert Hot Springs. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Teachers Tax & Investment?

Teachers Tax & Investment has a rating of 4.9 from 30 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Teachers Tax & Investment?

Call Teachers Tax & Investment on (760) 770-3500. The business is at 77933 Las Montanas Rd Ste 102, Palm Desert, CA 92211. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Teachers Tax & Investment compared with nearby businesses
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Teachers Tax & Investment (this business)—604.9 (30)NoNo
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