In Touch Financial Services LLC
6465 San Pablo Avenue, Oakland, CA 94608
Location & Phone number
6465 San Pablo Ave # 1-1, Oakland, CA 94608, United States
About the Business
In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals.
The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.
In Touch Financial Services also provides financial advice, portfolio management, and financial planning for individuals and small to medium-sized companies. The team, led by Vanessa Donaville and Rodney Kearney, has a combined experience of over 30 years in the industry. Vanessa, a licensed Real Estate Broker and Mortgage Lending Officer, manages over $50 million in assets for personal and corporate clients. Rodney, with a background in mortgage lending and real estate, brings expertise in financing and administration to the team.
With a focus on building relationships and putting clients' interests first, In Touch Financial Services is dedicated to helping clients achieve their financial dreams. Whether it's buying a home, planning for college, or preparing for retirement, the team at In Touch is ready to provide expert advice and personalized solutions to keep clients "In Touch" with their investments and financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"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."
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