Great Estate Financial & Wealth Management is an entity that offers comprehensive financial and wealth planning, including real estate investment (commercial, residential and syndication), business opportunities & brokerages, insurance, tax and & CPA services, and consulting services. Our firm partners with our clients and provides tailored business and individual solutions that our clients can focus on their business core competencies, achieve excellent performance , strengthen their operational knowledge and meet their specific requirements and goals.
We provide : Accounting - Financial Planning - Investment - Security
Financial Planning & Wealth Management
Real Estate (Commercial, Residential, Syndication )
Business Opportunities ( Buy & Sell)
Asset & Property Management
Life and Health Insurance
Tax Preparation, Representation & Planning
Accounting & Bookkeeping
Business Planning
Management Consulting
