Real Estate | Tax Planning & Insurance Services
Our value proposition at Future Wealth is to be your partner and solutions provider. To establish a network of services addressing all your financial needs at the highest level of proficiency. To provide all services by highly professional, experience advisors, who seamlessly interface with each other, in order to make your “one stop financial service” an efficient and pleasant experience. To meet your varying needs, we have partnered with professionals who offer Tax Planning, Insurance and Real Estate Services.
Real Estate Services
With over 14 years of experience, Steve Andre has consistently ranked among the top Realtors in California. He was born and raised in the Bay Area and knows the market inside and out: neighborhoods, schools, values, housing trends, rental markets and more. His hard work, extensive knowledge and genuine passion for real estate have created a loyal referral base, respect within the real estate community, and powerful results for his clients. Steve’s services include:
When selling: property preparation, marketing, visibility
When buying: education, perspective, negotiation
When Investing: strategizing, identifying, analyzing
Steve’s clients value his service, knowledge, communication, attention to detail, and results.
Email: [email protected]
Phone: (510) 552-5572
Insurance Services
Harry Raftopoulous is a graduate of San Jose State University with a Bachelors in Mathematics and Computer Science and a Masters in Business Administration. Mr. Raftopoulos is a veteran of the Semiconductor Industry where he held several executive positions in Marketing &Sales. He started his career as a Software Engineer at Intel and Ford Aerospace. He held executive positions in companies like C-Cube Microsystems. Xilinx and Lattice. He also founded his own US / Taiwan based company (Vima) where he acted as a Vice President of Sales &Marketing. Mr. Raftopoulos started his Farmers Insurance agency in 2016 in Los Gatos, CA and is currently focusing on personalized insurance products for both Residential and Commercial Markets. Harry’s services include:
- Life Insurance
- Business Insurance
- Renters Insurance
- Auto Insurance
- Home Insurance
- Recreational Insurance
- Mororcycle Insurance
- Umbrella Insurance
Email: [email protected]
Phone: (408) 215-2000
Tax Planning
Professional services include:
- Tax Planning & Preparation Services
- Entity Selection & Restructuring
- Business Consulting
- Estate & Trust Planning & Tax Preparation
- IRS Representation
- Debt & Finance Advising
- International Taxation