In Touch Investments

In Touch Financial Services is a boutique firm that specializes in providing advice and assistance in important financial decisions. They offer Investment Advisory Services, Portfolio Management, and Financial Planning for all stages of life, as well as Residential Real Estate and Mortgage Lending Services.

The company's team has over 30 years of experience and expertise to help clients navigate and plan for financial milestones such as buying a home, planning for college, and planning for retirement. They are dedicated to serving clients and prioritizing their best interests.

Led by Vanessa A. Donaville, who established the firm in 1995, In Touch Financial Services manages assets for personal and corporate clients. The team includes experienced professionals like Rodney Kearney, Director of Mortgage Lending, and Lesley Stewart, Home Loan Advisor, providing a range of expertise in real estate and finance.