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Alamo Capital
Categories: Financial Services Insurance Financial Services Investing Financial Services Financial Advising Insurance, Investing, Financial Advising
201 N Civic DrSte 145
Walnut Creek, CA 94596
(925) 472-5700
- Hours:
Mon-Fri 6 am - 5 pm
7 reviews for Alamo Capital
7 reviews in English
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Review from alida l.
Fremont, CA
4/6/2012
I have been calling around for places to get medical insurance and to get more information on long term care for my parents. A good friend who has been investing with Alamo Capital recommended I give them a call since they are well established in the bay area.
Within 5 minutes after submitting an inquiry through their website, I got a call back from a broker. He answered all of my questions and listened to our needs. He gave us great recommendations on which plan to choose and got me a quote right away. There was no pressure, no obligations to get a quote nor were they aggressive unlike other insurance companies.
They are also a full service broker dealer so when I have the funds to invest they will be the first people I'll call for all of my investing needs.
Great company! -
Review from Herbert R.
Fremont, CA
4/4/2012
I had contacted Alamo Capital a few months back when I was thinking of investing. The brokers have great knowledge in what they do and the service I received was nothing short of excellence. I was amazed to find that they are a full broker/dealer financial firm in which they also offer a wide range of insurance products.
However, I decided to hold off on investing for now. I highly recommend this place for anyone who is thinking about investing. -
Review from Erica C.
4/4/2012 1 Check-in Here
I have been investing with Alamo Capital for a couple of months now. I am so relieved to find an honest company that I can fully trust. Their service is top notch with experienced brokers.
Taken from their website, listed below are some of the products and services they offer:
Investment Products - Municipal and corporate bonds, bond ETF's, zero coupon bonds, high yield bonds agency bonds, stocks, options, mutual funds, CD's, ETF's money markets, T-bills, T-notes, T-bonds, etc.
Insurance Products - Life, Disability insurance, long-term care, full medical (health, dental, vision), Annuities, etc.
Investment services - Business retirement planning, college funding, financial planning, individual retirement planning, institutional services, underwriting, wealth management, etc.
The location is conveniently located off 680 and bart, 20 second drive from dt Walnut Creek in a nice and clean office building.
I highly recommend Alamo Capital for all of your investing and insurance needs. -
Review from Jeff N.
Palo Alto, CA
4/18/2012
A good friend recommended Alamo Capital for investing and insurance. I have thought about investing in stocks and bonds instead of having my money sit in a CD account with barely any interest. It's a comfort speaking with the brokers there because they are very helpful to my needs. The listened to my objective and gave me good recommendations. They were also very patient and informative whenever I asked questions.
Their website is informative and makes it easy to communicate with them. -
Review from Alley W.
New York, NY
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 before im 70. I have never invested money before, but a friend of mine recently started. I was impressed by how into it she was. She always talks about her investments now and how she has a financial plan for her future. Listening to her really got me thinking about what i was going to do.
She uses Alamo, so i decide to give them a call. I found them to be very helpful and they answered all of my question about investing.
I am still not a huge investor, but I buy stocks here and there and I have been really happy with my service. As I start to make more money at my job i see myself investing more with this company i really like them. -
Review from K W.
Orinda, CA
10/22/2011
We started investing in bonds through Alamo Capital almost three years ago. Because of their in-depth knowledge of the bond market, Alamo Capital has done very well for us. Nancy and Bill Mullally and their staff have constantly impressed us with their efficiency, responsiveness, and attention to our specific investment situation. They have patiently explained aspects of bond investing to us personally as well as through seminars. We highly recommend Alamo Capital.
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Review from magnolia p.
Rossmoor, CA
10/18/2011
These people will harass you unmercifully. They have been calling me for months. I don't answer the phone they leave messages - I don't return them but they continue to call. Don't give them your phone number or you will regret it.
