Alley W.
10/20/2011
I heard about Alamo Capital from a friend. I am not a huge saver and have never invested in my life. But lately i have been thinking about my future and how much money I will need to retire...
Alamo Capital
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201 N Civic Dr Ste 180
Walnut Creek, CA 94596
Established in 1987, Alamo Capital specializes in providing financial services. Based in Walnut Creek, Calif., it offers a range of investment products such as mutual funds, bonds/fixed income, stock, annuities and manage accounts/wealth. The firm provides planning for finance, insurance, college funding and retirement account. Its list of insurance products includes long term care, life insurance as well as disability and group benefits. Alamo Capital caters to retail, institutional and wholesale clientele. It is a member of the Securities Investor Protection Corp. (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Also at this address
Reviews
4.011 reviews
Isabella B.
11/14/2024
Great establishment, amazing service. All the staff and reps give great client service and have the best interest of their clients.
David D.
7/23/2021
My experience with Alamo Capitol has been very positive. I have been especially happy with the relationship I have developed with my personal representative, Adam Gold. He has worked closely with...
Wayne R.
10/27/2011
Alamo Staff including Gary, Linda in the Las Vegas office as well as Allie in the Calif office have always treated me with courtesy and dealt with any issues have had quickly. I had an issue with...
Randy W.
5/30/2013
I switched my investments to Alamo Capital from TIAA-CREF soon after my husband died. Adam Gold became my broker at the recommendation of a distant friend. I am more than happy with him. He is...
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