DA Financial Advisors, Inc.

Description

With over 30 years of experience in the financial services industry DA Financial Advisors, Inc. has provided its clients with prudent direction, real solutions and peace of mind. Denise uses a “hands on” approach to financial advice.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We may obtain information, much of which comes directly from you, to provide you with products and services you have requested and as we deem appropriate, to determine your eligibility for products or services. We may collect identification and contact information, as well as transaction and investment experience information from applications, transactions with others and us, and from outside companies. Examples of the sources and types of information we may collect include: Information about the products and services you purchase through us, including copies of applications, registration forms, or other forms, containing your name, address, telephone number, social security number, e-mail address, investment objectives, income assets, employment information and accounts with others; Information regarding your brokerage and/or investment advisory transaction history with us, our service providers, such as clearing firms, or other companies; and Information that other companies who assist us in marketing our own products and services or products we offer jointly with other financial institutions may have, such as your name, address, and telephone number.

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Products & services

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