Skip to main content

  • Home
  • About 
    • Our History
  • Our Services 
    • Investment Services
    • Mortgage Lending
  • Questionnaire
  • Resources 
    • Blog
  • Contact
  • Account Access

    You are here

  1. Home
  2. Our Services
  3. Investment Services

Investment Services

Your financial future may depend on the quality of investment advice you get today. It may be beneficial to develop a relationship with a trustworthy representative who has a clear understanding of your needs and can recommend investment products that are appropriate for your unique situation. We have a staff of experienced and dedicated financial consultants and a CFP® professional who are committed to working together with you to help meet your financial goals. We keep your objectives in focus, providing guidance for you throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, while maintaining our commitment to putting your needs first.  Our knowledgeable financial advisors have access to an assortment of quality, non-proprietary investments, including:

  • Tax-advantaged investing
  • Estate planning
  • Insurance
  • Annuities
  • Stocks, Bonds, and Mutual Funds
  • Retirement financial planning education
  • College planning

Securities and investment advisory services are offered through SagePoint Financial Inc, member FINRA/SIPC https://www.finra.org, https://www.sipc.org , 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

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

 

Our Services

  • Investment Services
  • Mortgage Lending

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

Get Directions

Quick Message

ab-seal-horizontal-rating-A+-BB-small.jpg  cfp_logo_gold-small.jpg  cfp_logo_gold-small.jpg

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

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

© 2023 DACA Financial Group. All rights reserved.

Website Design For Financial Services Professionals