DACA Financial Group Ruffner St, San Diego

Friendly, Professional. Informative. Quick response. DACA Financial offers many services. They keep you informed and have always been there for you.

We have been helped by DACA Financial Group many times over the years. Our family has gone through several changes, requiring a Living Trust with Special Needs provisions, needing a realtor to sell our mom’s home, after her passing, advising and planning our retirement investments, and of course, tax preparation every year. This represents only part of the services and advice we have been helped with. Our family could not be more grateful. They operate with integrity and compassion and have never failed us in any situation. Would highly recommend DACA Financial Group.

I have used DACA for several years as a single entrepreneurial author and musician with tons of deductions and different business schedules A, C etc. I used to go to H&R Block but it got more and more expensive and I had a different preparer every year. I never felt I was being properly represented. DACA has helped me streamline the process, explain and help me get it done securely and confidently and often with an unexpected return. Great prices, other investment and financial expertise within the same office too. They are the nicest and most friendly courteous office you’ll ever experience.

DACA Financial Group consists of a group of the best trained individuals in the financial services industry. Casey and David treat each client as if they were their only client. Casey’s real gift is putting together portfolios that will hold up very well in both bull and bear markets. Consequently this business is a great place to put all of your investments. Dennis F Penn DMD Client since 2005

I have been going to DACA Financial Group for the past 6 years to get my taxes prepared and filed. I have always received excellent service with knowledgeable staff to answers all questions and concerns I may have. I highly recommend DACA Financial Group.