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.
"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.
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.
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.
We offer a variety of specialized services designed to meet your specific goals and needs.
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.
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
Our team of professionals are ready to assist you with all aspects of your real estate transaction. Learn More
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.
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.
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.