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BRANDING
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STORYTELLING
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DESIGN
04
CONSULTING
MISSION
BUILDING A FINANCIAL LEGACY FOR YEARS TO COME
DNA Financial Services has over 30 years of combined real estate and financial services experience. We have a specialized suite of financial services and products developed to help real estate investors, service professionals, and contractors maximize their earnings and make strategic financial decisions around their business goals.
We are passionate about building relationships with our clients through education, information, and empowerment. Because we believe the more you know, the more you grow.
Our signature business suite includes bookkeeping, business financial coaching, and tax preparation. All of which are key elements for a sound financial plan designed to increase revenues that will build a solid financial future for generations to come.
ACTION
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TAX PLANNING
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BOOKKEEPING
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CONSULTING
04
TAX PREPARATION
Luisa Recchia, President
Angela is always so patient as she explains the concepts of financial structure and literacy to others. Empowering and teaching is one of the greatest things that she offers to those she serves.
Dee Lockett, CEO
Angela and the DNA Financial Services team have been invaluable in helping me lay the foundation for the financial growth of my businesses.
Cortnie Squirewell, Ed.S.
I enjoy taking the courses Angela facilitates, she's very knowledgeable and a great resource. I always leave her courses feeling empowered and ready to take on financial tasks with confidence.
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