DAFER Consultoría Patrimonial

Protección inteligente, acompañamiento real.

Expertos en crear y proteger el patrimonio de cada familia y empresa mexicana.
Contáctanos
Asesoría Personalizada

Te ayudamos a crear y proteger tu patrimonio, siempre creemos en ti.

Experiencia Senior con más de 18 años en el sector.

Soluciones a tu medida para asegurar y garantizar tu futuro.

Soluciones de protección
Planes de Ahorro

Nuestro propósito es ayudarte a tomar las mejores decisiones.

En DAFER Consultoría Patrimonial, ofrecemos servicios de asesoría personalizada en toda la República Mexicana, respaldados por la experiencia de nuestro CEO Carlos Alberto Muñoz Aguirre, quién es egresado de la Escuela Bancaria Comercial en la Licenciatura de Banca y finanzas.

350+

18

Años acompañando a nuestros clientes en sus proyectos

Clientes convencidos de nuestro profesionalismo

La consultoría patrimonial que te respalda con estrategia, confianza y cercanía.

Previsión Inteligente
Anticipamos riesgos y diseñamos estratégias contigo.
Protección a tu medida

Diseñamos soluciones adaptadas a tus necesidades personales, garantizando tu tranquilidad y protección.

Consultoría Patrimonial

Ofrecemos asesoría integral para la gestión de tu patrimonio y planificación financiera a largo plazo.

Porque la protección no se improvisa.

Y el acompañamiento, tampoco.

Quienes buscan lo mejor, nos eligen.

Eligen DAFER.

La consultoría de Carlos Alberto aclaró todas mis dudas, me brindó un servicio profesional y a detalle con respecto al seguro para mi empresa. ¡Altamente recomendados!

Karla Campos Garduño

A quiet street scene features a row of brick buildings, including the GHM Insurance Agency. The street is lined with sidewalks adorned with colorful flowers in planters. An American flag is mounted on a lamppost, and across the street are more brick buildings with architectural details. A few cars are parked along the street.
A quiet street scene features a row of brick buildings, including the GHM Insurance Agency. The street is lined with sidewalks adorned with colorful flowers in planters. An American flag is mounted on a lamppost, and across the street are more brick buildings with architectural details. A few cars are parked along the street.
brown wooden house near lake surrounded by green trees during daytime
brown wooden house near lake surrounded by green trees during daytime

★★★★★

Testimonios de nuestros clientes

A vintage advertisement is painted on the side of a weathered brick building, featuring ornate lettering that reads 'Abstract & Guaranty Co.'. Below, storefronts with awnings display the names of various businesses, including 'Crouch Family Medicine'. The scene suggests a small-town or urban environment with a classic and historical feel.
A vintage advertisement is painted on the side of a weathered brick building, featuring ornate lettering that reads 'Abstract & Guaranty Co.'. Below, storefronts with awnings display the names of various businesses, including 'Crouch Family Medicine'. The scene suggests a small-town or urban environment with a classic and historical feel.

Galería

Descubre nuestros servicios en consultoría patrimonial y seguros.

A historic European building with ornate architectural details and a prominent sign reading 'Alleanza Assicurazioni' is situated on a busy street. The structure features decorative windows, column-like elements, and a roof adorned with elaborate designs. Surrounding buildings exhibit classic European architecture, with various colors and intricate facades. Streetlights and overhead wires can also be seen.
A historic European building with ornate architectural details and a prominent sign reading 'Alleanza Assicurazioni' is situated on a busy street. The structure features decorative windows, column-like elements, and a roof adorned with elaborate designs. Surrounding buildings exhibit classic European architecture, with various colors and intricate facades. Streetlights and overhead wires can also be seen.
A white water tower with the text 'Burns & Wilcox' is prominently displayed against a clear blue sky. The tower is surrounded by tree branches with budding leaves, and an American flag is mounted on the tower.
A white water tower with the text 'Burns & Wilcox' is prominently displayed against a clear blue sky. The tower is surrounded by tree branches with budding leaves, and an American flag is mounted on the tower.
Servicios

Consultoría patrimonial a nivel nacional.

Experiencia

Confianza

carlosm.dafer@gmail.com

+52 55 8575 8560

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