Alamo Capital

201 North Civic Drive, Walnut Creek, CA 94596

● Closed
4.3 14
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Hours open
Photos
Location & Phone number
About Us
Reviews
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Hours open

Monday:

6:30 AM - 4:00 PM

Tuesday:

6:30 AM - 4:00 PM

Wednesday:

6:30 AM - 4:00 PM

Thursday:

6:30 AM - 4:00 PM

Friday:

6:30 AM - 4:00 PM

Saturday:

Closed

Sunday:

Closed

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Photos

  • Photo of Alamo Capital - North Civic Drive, Walnut Creek, California, United States
  • Photo of Alamo Capital - North Civic Drive, Walnut Creek, California, United States
  • Photo of Alamo Capital - North Civic Drive, Walnut Creek, California, United States
  • Photo of Alamo Capital - North Civic Drive, Walnut Creek, California, United States
  • Photo of Alamo Capital - North Civic Drive, Walnut Creek, California, United States
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Location & Phone number

201 N Civic Dr STE 180, Walnut Creek, CA 94596, United States
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About the Business

Alamo Capital

Alamo Capital is a finance institution located at 201 North Civic Drive in Walnut Creek, California, United States. Our top priority is your financial well-being, and our Bond Specialists are ready to assist you with all your investment needs. We provide IRS Forms 1099-R for Retirement accounts starting January 31st, and Forms 1099 for Non-Retirement accounts starting February 15th. Through our platform BOLTS, brought to you by Alamo Capital, you can access a wide variety of bonds ready for trading, including California General Obligation Bonds from the John Swett Unified School District. If your bonds have been called, our advisors are here to help. Contact us today to speak with a knowledgeable Financial Advisor or fill out our form to receive bonds that match your specific criteria. Visit us at our locations in Irvine, CA, Evergreen, CO, Chicago, IL, Matthews, NC, and Westbury, NY.

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Reviews

New Review
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isabella berganciano:
5

"Alamo Capital is full of growth opportunities, the potential for success is endless, and good performance is always acknowledged and accounted for. Every day there's something new and the office chemistry is awesome."

1 year ago
Peter Bradbury:
5

"Bill Egan has been a thoughtful and patient agent for Mrs Carroll for many years and his judgment has always been good; and where we have thoughts and opinions he is a good listener and adjusts his plans to suit us. The investment machinery that works behind him to deliver information, proceeds, tax material and everything else is smooth and efficient and quiet. On the few occasions I have needed help from staff other than Bill they have been very responsive, knowledgeable and helpful."

almost 3 years ago
J LL:
4

"Our advisor is very professional and knowledgeable to handle our purchase of bonds. He takes care of our money and give prompt advice when the risks are coming."

almost 3 years ago
Armay Teeter:
5

"Alamo Capital is a great place to work. The people are passionate, committed and experienced who love what they do."

more 7 years ago
Nancy Mullally:
5

"Been here for over 30 years helping customers with their fixed income needs. Alamo Capital is big enough to get the job done well and small enough to care! Have a great day."

more 7 years ago
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