No one can be the best at everything and so I find that surrounding yourself with a team of other quality professionals allows you to give the best service to your clients.

Realtors:

Financial Planners:

Steve Clarkson Heritage Investment Management 6155 Stoneridge Drive, Suite 210 Pleasanton, CA 94588 925-924-1100 FAX 925-925-0422 sclarkson@HeritageIM.com