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.
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