1) Great Estate Financials & Wealth Management provides a non-traditional, customized, mobile, multi-cultural & multi-lingual one-stop real estate, business and financial shop while delivering efficient, high quality, customized and convenient service.
2) We are a one-stop financial shop that provides an overall financial, real estate and business solution.
3) We offer outstanding and customized financial and management services to small and medium sized businesses and individuals.
4)We partner with our clients to reduce their operating costs while increasing their earning potentials and estate.
5)We offer complete solutions in financial, business, real estate and wealth management , tax and accounting, insurance, asset investment and management and consulting services.
6) We provide superb and flexible services based on the clients specific financial and management needs.
7) We are not successful until you are!! An abundance of wealth in what we do to educate, coordinate and strive for your financial success.
8)We are affiliated with a broad spectrum of professional and cultural associations and organizations.
At Great Estate , we have a fiduciary trust of responsibly managing your wealth .
We have the passion of helping the people and we want to make a long term impact of helping people help themselves. As an investor of significant means, you deserve unique expertise, personal touch, individual attention and a technical partner who understands both the challenges and opportunities that can come with substantial wealth.
Our clients are our focus. In today's economy, you need more than a service provider – you need comprehensive financial and business advice to handle all aspects of your business and financial life, from your real estate investments, business operations investment portfolio , retirement plans, accounting, taxes and you need everything handled by passionate experts who truly understand your goals, listen to you in order deliver personalized solutions created just for you for you to achieve your goals.