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Real Estate

Whether you are buying or selling property, looking to invest in real estate or looking for experienced property management, Heritage Fund has professionals to guide you through the process every step of the way. We pride ourselves on customer service and going the extra mile to make sure that your transaction is a positive experience. We work in both residential and commercial real estate markets. Contact us today for a free consultation or for more information on any of our services.

Mortgages

At Heritage Fund, we use our unique relationship with multiple lenders and banks to find a mortgage that fits your specific needs. Getting approved for a mortgage in todays market can be overwhelming but don't worry, we have you covered as we will accompany you throughout the entire lending process. Get in touch with us today for a free consultation or information about our programs.

Financial Planning

Financial Planning and Education

At Heritage Fund, we believe that knowing your finances and having a plan to reach your goals is the first step in any financial transaction. Having a strong financial base will allow you to make future financial decisions with more confidence and will make you a stronger candidate for financial products like mortgages, investments, insurance and more. We believe that this financial information should be available and accessible to everyone. For this reason, Heritage Fund offers free financial and retirement planning, free credit repair services and free workshops on many financial subjects. Contact us today to get information on our planning and education services and to schedule a free consultation.

Proudly serving the East Bay
and Greater Bay Area

Heritage Fund Realty and Investments is one of the Bay Area's leaders in Real Estate, Financial Services and Financial Education. We aim to not only grow the wealth of our clients, but to grow the knowledge of our clients and our community.

  • Real Estate
  • Mortgages
  • Investment
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Overview of the steps required to securing your mortgage!
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Overview of the steps required to securing your mortgage!
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Overview of the steps required to securing your mortgage!
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Overview of the steps required to securing your mortgage!
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Overview of the steps required to securing your mortgage!
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Overview of the steps required to securing your mortgage!

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Overview of the steps required to securing your mortgage!
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