DOCNAK Financial and Insurance Services is an independently owned financial planning company based in San Gabriel, CA. With offices spanning from Hawaii to New York, they offer a range of end-to-end financial and family planning expertise. Their team of professionals, with degrees, certifications, and decades of experience, provide personalized solutions for clients, focusing on their unique needs and goals. From financial planning and investment management to retirement and estate planning, DOCNAK F.I.S. aims to protect and equip clients with the tools they need to meet their financial objectives.
With a philosophy centered around caring for their clients, DOCNAK F.I.S. takes pride in building customized plans that take into account local, federal, and global climates. They strive to ensure that clients can retire on their own terms, adjusting their plans as needed. Offering a free financial analysis and delivering subscriber-only insights and news, DOCNAK F.I.S. is committed to providing comprehensive financial solutions to residents of California, Hawaii, Nevada, New Jersey, New York, Oregon, Texas, and Washington.
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