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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
Real Estate Advisory

Services offered by this company.

Primary Markets:

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

  • Mortgage Lending
  • Portfolio Management
  • Financial Planning
  • Real Estate Brokerage
  • Investment Advisory Services
  • Loan Origination

Awards & Certifications:

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

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Agent, Team & Broker Services

Investor & Investment Firm Services

Real Estate Advisory 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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