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In Touch Financial Services

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

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Agent, Team & Broker
Investor & Investment Firm

Services offered by this company.

Areas Served:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Oakland, CA | San Francisco, CA

Address:

1 Kaiser Plz, Oakland, California, United States, 94612

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

In Touch Financial Services is a boutique firm that provides a range of real estate, mortgage lending, and investment advisory services to individuals and small businesses. With over 30 years of experience, the company's team of experts offers guidance and expertise to help clients navigate important financial decisions, from buying a home to planning for retirement.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Personalized Wealth Management
  • Tailored Financial Planning
  • Comprehensive Asset Management
  • Customized Investment Strategies
  • Fiduciary-Driven Advisory Services
  • Bespoke Portfolio Construction
  • Concierge Mortgage Guidance
  • Seamless Real Estate Representation
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

This is the company for anyone who is looking for a personalized, full-service approach to their real estate, mortgage, and investment needs. In Touch Financial Services is a boutique firm with over 30 years of experience serving individuals and small businesses in the Oakland and San Francisco areas.With a team of knowledgeable and experienced advisors, In Touch Financial Services provides tailored solutions for mortgage lending, real estate services, and investment management. Their mortgage lending experts can guide clients through the complexities of obtaining a loan, helping them find the best terms to fit their financial situation. The real estate agents have the local market expertise to simplify the home buying or selling process and ensure a successful outcome. And the investment advisory team works closely with each client to develop a personalized plan to grow and preserve their wealth.Whether you're a first-time homebuyer, an investor looking to expand your portfolio, or someone planning for retirement, In Touch Financial Services has the expertise and dedication to help you achieve your financial goals.

Awards & Certifications:

  • CA Insurance Lic. 0B15072
  • NMLS 1789671
  • CalBRE 02029842

Pricing

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Agent, Team & Broker Services

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers mortgage lending, real estate services, investment advisory services, portfolio management, and financial planning.

What types of properties does the company work with?

The company works with residential properties for buying, selling, and financing homes.

What geographic areas does the company serve?

The company serves the San Francisco Bay Area, including Oakland and Vallejo.

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