DACA Financial Group is a San Diego-based financial services company that offers a comprehensive suite of services including financial planning, investment services, trust services, tax services, mortgage lending, and realty services. With a team of experienced professionals in various disciplines, including certified financial planners, tax professionals, real estate brokers, and loan officers, DACA Financial Group aims to provide clients with high-quality, unbiased advice and cost-effective solutions tailored to their specific goals and needs. The company prides itself on its independence and commitment to client satisfaction, offering integrated financial services under one roof.
At DACA Financial Group, clients can expect personalized attention and access to a wide range of investment options and services that align with their values and objectives. Whether it's helping individuals and families with financial planning, preparing living trusts and wills, assisting with mortgage lending, or guiding clients through real estate transactions, DACA Financial Group strives to meet the unique needs of each client. With a focus on independence and market options, the company aims to help clients achieve their short-term targets and long-term goals.
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