Capital Advantage

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0.0000 stars - based on 0 reviews
3708 Mt Diablo Blvd Ste 200 Lafayette, California 94549
(925) 299-1500
 
 

About

Capital Advantage is located at the address 3708 Mt Diablo Blvd in Lafayette, California 94549. They can be contacted via phone at (925) 299-1500 for pricing, hours and directions. Capital Advantage specializes in IRAs, Equipment Breakdown, Estate Planning & Trusts.

Capital Advantage has an annual sales volume of 0 - 500K. .For more information contact Dawnalizabeth Henke, Chief Compliance Officer

Capital Advantage provides Risks Coverage, Estimates, Short Term Planning to it's customers. For maps and directions to Capital Advantage view the map to the right. For reviews of Capital Advantage see below.

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Business Features

PRODUCTS

  • IRA Accounts , Bonds , Credit Cards , Stocks , Real Estate Mutual Funds , Key Man Policies , Treasury Bonds , Combination Policies , Business Accounts , Home Loans

SERVICES

  • Tax Return Preparation , Long Term Care Insurance , Short Term Planning , Home Banking , Health Insurance , Card Replacement , Estimates , Payroll Services , Auditing , Risks Coverage

BRANDS

  • Quicken , Mutual Of Omaha , Quickbooks , State Farm , The Hartford

SPECIALTIES

  • Hospital Confinement Indemnity , Manufacturing , Non-Profit , Estate Planning , Long-Term Care , Estate Planning & Trusts , IRAs , Avocations , Equipment Breakdown , Small Business Consulting
 
Information

CONTACT INFORMATION

Phone: (925) 299-1500

ADDITIONAL INFORMATION:

Main Contact First Name: John

Main Contact Last Name: Hayman

Main Contact Title: President

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 360000

Location Type: Single Location

Sales Volume: 0 - 500K

CATEGORIES:

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Key Contacts
    • Dawnalizabeth Henke
    • Chief Compliance Officer
    • Phone: (925) 299-1500
     
    • Catherine Norris
    • MANAGER OF CLIENT SERVICE AND THE EXECUTIVE ASSISTANT TO THE PRESIDENT
    • Phone: (925) 299-1500
     
    • Rick Mcnamara
    • DIRECTOR OF INVESTMENT MANAGEMENT
    • Phone: (925) 299-1500
     
    • Aimee Schwartze
    • DIRECTOR OF CLIENT SERVICE
    • Phone: (925) 299-1500
     
    • Amy Montano
    • SENIOR ADMINISTRATOR
    • Phone: (925) 299-1500
     
    • Gary Clarke
    • VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR
    • Phone: (925) 299-1500
     
    • Donna Zinman
    • VICE PRESIDENT AND A SENIOR FINANCIAL ADVISOR
    • Phone: (925) 299-1500