Financial Concepts, Inc. is a full service Real Estate,
Mortgage Brokerage, Tax Preparation and Financial Services company.
We focus on a wide variety of clients with the ability to meet
virtually most anyone’s needs.
Our real estate division specializes in residential, investment
and relocation properties for both buyers and sellers serving
the Bay Area including but not limited to Marin, Napa, Sonoma
and Solano Counties. Because we have grown with our communities,
our real estate professionals have intimate knowledge of each
community’s character, mood, and growth potential. Due to
the fact that our associates live in the communities we serve,
they can readily meet the unique challenges and problems families
encounter when selecting their new homes.
As professionals in the real estate, mortgage lending, and financial
services industries, we’ve built our reputation on providing
outstanding service to our clients. That means you can count on
us to always look out for your best interests, and to keep you
informed throughout every step of the way. It is our goal to help
you cut through the clutter and noise of the real estate and mortgage
industry, in addition to creating an effortless and straightforward
process in the tax planning, preparation and financial services
We are a company of people. . . and it is because of these dedicated
people that you can feel confident that all of your real estate,
mortgage and financial needs will be handled in a most trustworthy,
professional and efficient manner.