Fallbrook Financial Services Company

Fallbrook Financial Services Company

Financial Services 26610 Agoura Rd 26 employees
Employees
26
Contacts
4
Emails
4

Fallbrook Financial Services Company Overview

Headquarters
26610 Agoura Rd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
26
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Fallbrook Financial Services Company

Fallbrook Financial Services Company, LLC (“Fallbrook”) specializes in the finance and monetization of state and federal tax credits. The United States Government and numerous states have created tax credit programs as an incentive for individuals and companies to invest in designated industries and geographic regions. Fallbrook helps tax credit awardees maximize the value of their tax credits while helping taxpayers utilize tax credits to lower their effective tax rates, increase cash flow and increase after-tax earnings. These programs can also help investors improve their public image by providing social and economic benefits to the citizens of the state offering the incentive. Fallbrook has an extensive understanding of tax credit markets and has facilitated the monetization of over $5,000,000,000 of federal and state tax credits for its clients, which include companies from diverse sectors such as banking, financial services, insurance, retail, health care, media and manufacturing.

Fallbrook Financial Services Company Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

Fallbrook Financial Services Company Org Chart

Sample employees and titles
Name Title Contact
Amy Diaz Financial Specialist. Tax Credits
Email
Josh Lederer Chief Revenue Officer at Fallbrook
Email
Justin Gordon, Mba Senior Managing Director of Tax Credit
Email
Jeff Jerdin, Cpa Managing Director - Fallbrook Financial
Email

Employees by Management Level

Director 4 profiles
Individual contributor 4 profiles
Executive 2 profiles
VP / Head 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
General 2 2 1
Finance 1 1 0

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