In Touch Realty Services

At In Touch Financial Services, we understand the importance of having a clear plan for your financial future. With over 30 years of combined experience, our team of experts is dedicated to providing personalized services to individuals and small businesses. Our boutique firm offers a range of services, including investment advisory services, portfolio management, financial planning, and residential real estate and mortgage lending services.

Mortgage Lending

At In Touch Financial Services, we believe that the role of an experienced advisor is crucial in the mortgage lending process. Our knowledgeable and experienced team of loan advisors can provide guidance and support to borrowers, helping them navigate through the complexities of obtaining a mortgage. From pre-qualification to closing, our advisors can assist with tasks such as determining the loan amount and interest rate that best suit the borrower's financial situation, gathering necessary documentation, and ensuring a smooth and stress-free experience. With our extensive network of lender relationships, we can provide borrowers with a wider range of options and help them find the best loan and terms for their specific needs.

Advisory & Investment Services

At In Touch Financial Services, we understand that building wealth is not a one-size-fits-all approach. That's why we take the time to work closely with each client to develop a personalized plan that aligns with their unique financial goals and aspirations. Our approach is to listen first, ask questions, and then put together a portfolio designed specifically for each client. As a fiduciary, we work directly with our clients, putting their interests first. We believe that just as there are no two individuals who are alike, neither should any two portfolios be alike. We provide financial advice and portfolio management to both individuals and small businesses.

Real Estate

Buying or selling a home is a significant decision, and having the assistance of experienced real estate agents can greatly simplify the process and increase the chances of a successful outcome. Our agents at In Touch have the experience and expertise to provide guidance, market knowledge, and professional representation to help clients find the perfect home or achieve a successful sale. Whether you're a first-time homebuyer or a seasoned seller, we're here to help you navigate the complexities of the real estate market and achieve your goals.

Our Team

At In Touch Financial Services, we're committed to providing exceptional service and expertise to our clients. Our team consists of experienced professionals who have a deep understanding of the financial and real estate industries. Our team includes Vanessa Donaville, Chief Executive Officer, who has over 25 years of experience in the financial industry, and Rodney Kearney, Director of Mortgage Lending, who has over 25 years of experience in the real estate industry.