Alamo Capital
201 North Civic Drive, Walnut Creek, CA 94596
About the Business
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.
Photos
Location & Phone number
201 N Civic Dr STE 180, Walnut Creek, CA 94596, United States
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
Reviews
"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."
"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."
"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."
"Alamo Capital is a great place to work. The people are passionate, committed and experienced who love what they do."
"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."
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- Small Business Loan
- Financial Consulting
- Finance & Loans
- Audit & Consulting
- Bond Specialists
- Bonds Ready For Trading
- California General Obligation Bonds
- Capital Investment
- Civic Drive
- Finance Institution
- Financial Advisors
- Fixed Income Securities
- Forms 1099
- Government Bonds
- Investment Advice
- Investment Needs
- Investments
- Irs Forms 1099-R
- John Swett Unified School District
- Long-Term Investments
- Non-Retirement Accounts
- Retirement Accounts
- Retirement Planning
- Short-Term Investments
- Taxable Bonds
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