Heritage Fund Realty and Investments was founded to serve the full spectrum of real estate, mortgage, and investment needs for customers in the East Bay and Greater Bay Area. We pride ourselves on providing superior customer service and creating satisfied customers. We work hard to satisfy the needs and exceed the expectations of every customer. Buying or Selling a Home:
If you are considering bu
ying or selling a home in the near or distant future, we hope you will consider allowing us to work for you. Our experience gives us a unique perspective that can help you in any buying or selling scenario. For those of you who are in the market for a new home, we can assist you in locating and purchasing the home of your dreams. We can also assist in marketing your existing property - which would include a free market analysis and an estimate of its current market value. No firm in town will work as hard as we will on your behalf. Lower Mortgage Costs:
We offer you the competitive rates and the service that you deserve. Whether you are a first time home buyer or you are refinancing an existing property - we will find you the best possible loan program for your situation. We will efficiently expedite your entire transaction, while keeping you informed throughout the process. Real Estate Investment:
We offer investment advising and consulting. We specialize in locating properties, creating financing, and helping clients to create a business plan for managing investment property. For those investors who want to invest in real estate, but do not want to actively manage it, we offer customized property management solutions to fit their needs. Life Insurance:
We offer a broad range of life insurance products to fit the need of any client. We partner with the most highly rated and financially secure companies to insure that our clients get the best products available at the best prices. Investment, Financial, and Retirement Planning:
We take the time to sit down with each client to go over every aspect of their financial situation. We then create a road map together that will lead them to their financial and life goals. We believe that financial education and independence is a life long journey and Heritage Fund will be with our clients every step of the way. Credit Repair and Counseling:
We work with our clients to plan a strategy for any credit situation. We partner with highly rated and affordable vendors to help clients monitor their credit, remove negative and false information, and add positive tradeline that fit the client's financial goals.
