- We provide financial advice and education to our clients covering twelve major planning categories. Our planners will guide you through the necessary steps to help you take control of your finances and meet your short, mid, or long term financial goals.
- In today’s ever-changing market, successfully investing requires understanding the risks involved. Our professional wealth management team is here to help you meet your investment goals and risk objectives.
- We are a company benefits provider, and our team of experts can provide the guidance for you to choose the best benefits for your business.
- Today’s tax laws are complex. Our professional staff is here to help you minimize liabilities and maximize deductions.
- The amount of time it takes to keep your books updated and accurate can be time consuming. We can help take this tedious task off your hands so you can focus on growing your business and achieving your financial goals.
Why Dragon Financial Group?
At Dragon, our clients are our first priority, and we will work closely with each individual to maximize the effect of our services.
Who We Are
- A comprehensive financial services firm
- A fiduciary
- We believe in listening to our clients and providing solutions
- In complex markets, we strive to keep things simple for our clients
- We have a team of professional experts that are easily accessible
- Feel free to call our office at 650-571-8888 or send us an e-mail at firstname.lastname@example.org