Fallbrook Financial Services Company

Financial ServicesCalifornia, United States11-50 Employees

Fallbrook Financial Services Company, LLC operates in the financial services sector with a focus on monetizing state and federal tax credits. By helping awardees maximize the value of their credits and enabling taxpayers to reduce their effective tax rates, increase cash flow, and improve after-tax earnings, the firm positions itself as a specialist in tax credit markets for a broad range of clients across industries such as banking, insurance, retail, health care, media, and manufacturing. Based in Calabasas, California, the company serves a professional clientele that seeks to leverage tax incentive programs to support investments in designated industries and geographic regions. With an extensive track record, Fallbrook reports facilitated monetization of billions in tax credits, drawing on experience across diverse market sectors.

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