About Us

 

Heritage Fund Realty and Investments was founded in 2007 as a real estate brokerage in a small dorm room in San Jose, California. We quickly discovered that we wanted to help our clients in more areas so the company expanded into a financial services company that serves a full spectrum of financial products and services. Today, Heritage Fund offers real estate, mortgage and insurance brokerage services, as well as property management and financial planning services and operates throughout the Bay Area and surrounding cities. We specialize in the East Bay market and with first-time homebuyers.

 

Heritage Fund aims to grow both the wealth and knowledge of our clients and community. In fact, financial education is a key objective of ours because we believe that everyone can build wealth and take control of their financial lives. Whatever your financial situation, whatever your credit score, we can help you make the right decisions to achieve your financial goals. Client satisfaction is our highest priority, we will deliver what we promise. That is our guarantee to you.

 

 

Real Estate

 

  • Buying and Selling
  • Residential and Commercial Properties
  • Investment and Development
  • Short and Long-Term Rentals

 

 

Mortgages

 

  • We work with multiple lenders to ensure best option
  • FHA, VA, Conventional, Low Down Payment
  • Down Payment Assistance programs available
  • Single-Family, Multi-Family and Commercial Financing

 

 

Financial Planning

 

  • Free Credit Repair
  • Free Financial Dream Map
  • Retirement Planning and Investment
  • Life Insurance and Annuities

 

 

Property Management

 

  • Peace of Mind
  • 24/7 Emergency Availability
  • Tenant Acquisition, Screening and Relations
  • Property evaluation to ensure maximum rents

 

 

Whatever your financial situation, whatever your credit score, we can help you make the right decisions to achieve your goals. So why wait? Contact us to today to get started.