Capital Insight Financial Group

To learn more about the professional history of our financial advisors, please visit

Capital Insight Financial Groupameriflex2025-02-12T23:07:57+00:00

Livermore Office:

Address:

2021 Las Positas Ct, Suite 165
Livermore CA 94550

Phone:
Office: (925) 449-7830

Website:
https://www.capitalinsightfg.com/

Meet Your Team:

Jacob J. Reid
Financial Advisor / Founder / Leader
[email protected]

Menlo Park Office:

Address:
750 Menlo Ave, Suite 200
Menlo Park, CA 94025

Phone:
Office: (650) 326-7500

Website:
https://www.capitalinsightfg.com/

Meet Your Team:

Jacob J. Reid
Financial Advisor / Founder / Leader
[email protected]

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This website uses cookies and third party services. Ok