We are a full service Financial, Real Estate, Business & Consulting firm located in Northern California.
Business owners and Individuals face more new challenges, nowadays, with the constant changes in technologies, standards, laws & regulations. We have developed a variety of financial resources specifically to help our clients run their businesses and manage their wealth and estate efficiently, like high performance and sophisticated organizations should. Great Estate Financial & Wealth Management offers a one-stop real estate and financial shop that provides overall financial and business solutions. Great Estate Financial and Wealth Management provides the following main categories of services: Real Estate and Business Brokerage, Financial Planning & Wealth Management, Tax and Accounting Services, Asset Investment and Management and Consulting services.
Our Mission
To provide financial and management solutions to improve our client's bottom-line. We are the financial wizards and partners of our clients, and we are not successful until they are.
