In Touch Financial Services LLC - Oakland, California

In Touch Financial Services LLC es una reconocida consultora financiera que ofrece asesoramiento experto y personalizado en temas de planificación financiera, inversiones y gestión de activos. Ubicada en el corazón de Oakland, California, en la dirección 6465 San Pablo Ave # 1-1, esta empresa se ha ganado una excelente reputación gracias a su compromiso con la satisfacción del cliente y a su equipo de profesionales altamente capacitados.

La consultora destaca por su accesibilidad, tanto en términos de atención al cliente como de instalaciones. El edificio cuenta con una entrada accesible para personas en sillas de ruedas, estacionamiento y sanitarios especialmente diseñados para este propósito. Además, el personal de In Touch Financial Services está siempre dispuesto a atender a sus clientes, recomendando incluso concertar una cita previa para garantizar una experiencia óptima.

En lo que respecta a sus servicios, In Touch Financial Services LLC se especializa en:

Consultoría financiera: Ofrecen asesoramiento personalizado y estrategias financieras adaptadas a las necesidades y objetivos de cada cliente.

Planificación financiera: Ayudan a sus clientes a establecer y alcanzar metas financieras a largo plazo mediante la creación de planes de jubilación, sucesión, educación y otros.

Inversiones: Asesoran en inversiones en una variedad de activos, como acciones, bonos, fondos mutuos y productos alternativos, con el objetivo de maximizar el rendimiento y minimizar el riesgo.

Gestión de activos: Brindan servicios integrales de gestión de carteras y administración de inversiones para individuos y familias adineradas.

Si bien In Touch Financial Services LLC cuenta con excelentes profesionales, instalaciones y servicios, es importante tener en cuenta que la opinión final del cliente es la que realmente importa. Según Google My Business, la empresa tiene un total de 6 valoraciones, con una impresionante opinión media de 5/5. Estos números reflejan el compromiso de In Touch Financial Services con la satisfacción del cliente y su éxito en brindar servicios financieros de alta calidad.

Opiniones de In Touch Financial Services LLC

M. Gresham

5/5

Vanessa and her team were diligent, attentive, and tireless in their search to help us find the right house for our family. Thanks to her we were able to get an amazing home at a discount on one of the most overpriced real estate markets in history.

Rodney went above and beyond to help us find a mortgage program that worked for our family. He's a true specialist with deep industry knowledge and access. We felt informed and supported every step of the way.

We are forever customers of this amazing team.

K M

5/5

I was helped by Kaku Weathersby when I was trying to help my elderly mother sell her home. Ms. Weathersby did a phenomenal job in keeping the whole process on track and ensuring that all our bases were covered. Ms. Weathersby's senior-oriented specialist training and incredible patience and understanding, as well as her untiring dedication and indomitable positivity enabled us to achieve a great outcome. Ms. Weathersby goes above and beyond the call of duty, and I am thankful for the care and attention that she gave us. Can't recommend enough, particularly for the senior set.

Eric Lanier

5/5

Kaku has been great since the beginning! She has been very knowledgeable and pleasant while guiding me and my family through buying and selling our home. I look forward to working with her more in the future.

Catheryn Williams

5/5

Mrs. Kaku was very attentive to me. and took time to show me many properties at least 10 to 15 so that I could look and understand different structures. She was also patient and understood I was also learning in real time what was best for me. Thank you.

Victoria Stephens

5/5

Karen Randle

5/5