In Touch Financial Services believes in the importance of client relationships and prides itself on maintaining those relationships over the decades.
In Touch Financial Services provides financial advice and portfolio management to both individuals and small to medium-sized companies.
Through special planning and working together as a team, we specialize in making sure your financial dreams become a reality
In Touch Offers:
- Home Loan Purchase and Refinance Programs
- Real Estate, Buyer and Seller Services
- Personalization and management of Individualized Portfolios
- Financial Guidance including assets held outside of ITFS
- Budget Planning
- Basic Investment Education
- Life Insurance Analysis
- Family planning
- College Planning
- Home Purchase Planning
- 401(k) Planning & Direction
- Retirement Planning
In Touch Financial Services Oakland address and phone