Skip to content

Team Wealth & Tax AdvisorsFinancial advisor in Temecula, CA

Team Wealth & Tax Advisors is a financial advisor at 40395 Winchester Rd Ste a, Temecula, CA 92591, ranked #11 of 91 financial advisors in Temecula and rated 5.0 from 15 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.

Temecula, CAUpdated 0 paid placements in any rankingHow we rank

Call (951) 308-6444Website ↗

Key facts

Key facts about Team Wealth & Tax Advisors
Address40395 Winchester Rd Ste a, Temecula, CA 92591Get directions
Phone(951) 308-6444
Websitewealthandtax.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Temecula and 11 towns within 25 miles: Murrieta, Wildomar, Fallbrook, Sun City, Canyon Lake, Lakeland Village, Menifee, Lake Elsinore, Perris, Hemet and East Hemet.

Based in Temecula, CAView on map

Opening hours

Opening hours for Team Wealth & Tax Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Team Wealth & Tax Advisors

How is Team Wealth & Tax Advisors ranked in Temecula?

Team Wealth & Tax Advisors is ranked #11 of 91 financial advisors in Temecula by RFA Score, with 67 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 Team Wealth & Tax Advisors’ hours?

Team Wealth & Tax Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 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 Team Wealth & Tax Advisors serve?

Serves Temecula and 11 towns within 25 miles: Murrieta, Wildomar, Fallbrook, Sun City, Canyon Lake, Lakeland Village, Menifee, Lake Elsinore, Perris, Hemet and East Hemet. 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 Team Wealth & Tax Advisors?

Team Wealth & Tax Advisors has a rating of 5.0 from 15 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 Team Wealth & Tax Advisors?

Call Team Wealth & Tax Advisors on (951) 308-6444. The business is at 40395 Winchester Rd Ste a, Temecula, CA 92591. 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.

Own Team Wealth & Tax Advisors? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Team Wealth & Tax Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Team Wealth & Tax Advisors (this business)—675.0 (15)NoNo
Wold Financial Group- TEMECULA#9675.0 (15)YesNo2.4 mi
First Command Financial Advisor - J Kelly Olson, PhD#10675.0 (50)NoNo23.5 mi
Chris Hayes: Primerica - Financial Services#12675.0 (47)——24.3 mi

See all 91 ranked financial advisors in Temecula