Dragon Financial Group

Business details

Category
Financial Services · Financial consultant, Investment company
Address
1700 S El Camino Real #200, San Mateo, CA 94402
Phone
(650) 571-8888
Website
dragonfg.com
County
San Mateo County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Families and small business owners across San Mateo and the Peninsula turn to Dragon Financial Group for financial consulting, accounting and investment guidance tailored to their goals. We work with clients at every stage, from organizing personal finances and planning for the future to keeping business books accurate and tax-ready.

Our approach starts with understanding your situation, so the advice we give fits your goals rather than a generic template. Whether you are building an investment strategy or need a reliable accounting partner, we aim to make complex financial decisions feel clear and manageable.

We are proud to serve clients throughout San Mateo County and the wider Peninsula, building long-term relationships grounded in trust and careful planning.

To learn how we can help, visit our website or stop by to start the conversation.