In Touch Financial Services: Advisory & Investments
@intouchfinancialservices.com
In Touch Financial Services is a boutique firm, serving individuals and small businesses. We provide Investment Advisory Services, Portfolio Management, Financial Planning for all stages of life. We also provide Residential Real Estate and Mortgage Lending Services. Our team has over 30 years of experience and expertise to help you navigate and plan for all of the big financial moments in your life; buying a home, planning for college, planning for retirement.
In Touch Financial Services: Advisory & Investments's Company Logos


In Touch Financial Services: Advisory & Investments's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#C1A02F
Hokey Pokey
193, 160, 47
46, 61, 47
0, 17, 76, 24
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#9D5B23
Paarl
157, 91, 35
28, 64, 38
0, 42, 78, 38
About In Touch Financial Services: Advisory & Investments
InTouch Financial Services provides integrated financial guidance focused on real estate, lending, and investments. With more than 30 years of experience, the company says it helps clients navigate financial decisions through strategies shaped around their individual lives and goals. Its services include real estate advisory and investment opportunities, mortgage lending, financing for home purchases, and refinancing options. The team also offers real estate services and support for investors seeking opportunities, and invites prospective clients to schedule a consultation to discuss where they may fit.
Based in Oakland, California, InTouch Financial Services offers personalized guidance across property and financing needs. The company emphasizes thoughtful, individualized assistance, helping clients explore options rather than presenting a single solution. Its website identifies the business as an Equal Housing Opportunity lender and notes that all loans are subject to credit, underwriting, and property approval guidelines. InTouch provides contact by phone and email and publishes licensing and registration information, including its NMLS and California real estate details. It also makes privacy and terms information available online.
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Finance
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