LO
Lu Oliveira
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Work Experience
Atendimento
Present
Company Details
11-50 Employees
Established in 1987, Alamo Capital is a Financial Advisor headquartered in Walnut Creek, California. Our investment firm has over 33 years of specializing in tax-exempt investments. We provide timely and efficient executions of investment transactions for all of our retail, institutional, and wholesale clientele. As an investment firm, our clients have access to fixed-income investments, retirement planning, and all aspects of insurance. Alamo Capital is a certified WBE and SBE.
Year Founded
1987
Social Media
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Industry
Investment Management, Investment Services, Retirement & Financial Planning
HQ Location
201 N. Civic Drive Suite 180 Walnut Creek, CA 94596, US
Keywords
Fixed IncomeMunicipal BondsRetirement PlanningTaxable BondsTax-Free BondsInsuranceInvestmentsWealth ManagementBond BrokerCorporate Bonds
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