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  • Welcome to DACA Financial Group  

     

  • Financial Planning & Investment Services Trust Services - Tax Services -  Realty Services Mortgage Lending

     

  • Your Objectives Through Independence

     

   

What Sets Us Apart?

Our goal is to set ourselves apart by setting high standards for client satisfaction through a unified strategy of integrated financial services together under one roof.

 

Our Philosophy

"Your objectives through independence." All the decisions we make for our clients are based on the appropriate market options available for them, rather than through obligatory affiliations with financial entities. This enables us to provide our clients with cost-effective decisions that hit upon their short-term targets and assist in fulfillment of their long-term goals.

 

About Us

We provide a comprehensive suite of financial services for individuals, families and companies which include: Financial planning, Tax services, Trust services, Mortgage lending and Realty services.

 

Our Professionals

We have assembled some of the leading experienced professionals in their respective disciplines which include, Certified Financial Planner® Professionals, Financial Consultants, Tax Professionals, Legal Document Assistants, Real Estate Brokers/Realtors, Loan Officers, Insurance Agents and Notary Publics.

OUR SERVICES

We offer a variety of specialized services designed to meet your specific goals and needs.

 

Investments

Achieving your financial goals may depend on solid, unbiased advice; meaningful, timely information and research; and access to investments and services that fits your specific needs.

Learn More

 

 

Tax Services

We offer a wide range of Tax services for both business and individuals starting at $149.00*.
Learn More

 

Trust Services

We prepare Living trusts, Wills, Power of Attorney and Health care Directives starting at $299.00*.

Learn More

 

 

Mortgage Lending

Unlike banks and other institutions, we utilize a network of lenders in an effort to provide you the best possible rate and cost for purchasing and refinancing your home.
Learn More

 

Real Estate

Our team of professionals are ready to assist you with all aspects of your real estate transaction.
Learn More

 

Property Management

Coming soon.

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Our History

DACA Financial Group was founded in October of 2004. The company was formed to provide a comprehensive suite of financial services for individuals as well as companies. Since our inception, our goal is to provide impartial advice with no conflict of interest or affiliations with any parent companies.

Resources

We have the resources to keep you informed.

 

Events/Seminars

 

Account View

 

Useful Websites

 

Blog

Contact Us

Contact us today to pursue your Financial Independence.

Securities and investment advisory services are offered through SagePoint Financial Inc, Member FINRA/SIPC, SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Toll Free: 1-877-560-DACA (3222)
Office: (858) 560-0366
Fax: (858) 560-1230
 

Email: [email protected]

4542 Ruffner Street. Suite 110, San Diego, CA 92111

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BBB member since 2/3/2006 (with an A+) 

Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by Sagepoint Financial, Inc

Registered representatives my only discuss/and or transact securities business with residents of the following states: CA, AZ, FL, TX, WA, NJ, OH, IA, IL, and MT.

SagePoint Form CRS

Securities and investment advisory services are offered through SagePoint Financial Inc, Member FINRA/SIPC, SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial does not offer tax, mortgage, real estate or legal services.

Links to third-party web sites are provided as a convenience. SagePoint Financial does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave the website where privacy and security policies may differ from those practiced by SagePoint Financial.

Corporate Insurance License Number 0I46533

 

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