Capital Advantage, Inc.
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- Capital Advantage, Inc. offers a range of solutions to help you more effectively invest, save, spend, and protect the things most important to you. To determine the right solutions that will best fit your needs, one of our experienced financial advisors will get to know you and your dreams, help you develop a strategy to achieve them, and track your progress along the way, making adjustments as needed.Investment management is an important part of your financial plan. Our investment management strategy is designed to manage and make the most of your wealth through fundamental research, disciplined valuation techniques, and long-term focusand is always motivated by your financial objectives.Financial planning can encompass a number of complex areas, including retirement planning, estate planning, insurance, tax planning, investment management, and cash management. Depending on your needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care. Planning for your future can seem overwhelming because there are so many options to consider. We can help you translate your goals and dreams into responsible financial planning solutions: in essence, creating a plan that reflects your current financial pictureand your vision for the future.
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Headquarters:3470 Mt Diablo Boulevard Suite A215, Lafayette, California, United States
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Phone Number: +1 925-299-1500
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Website: https://www.capitaladvantage.com
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Employees:12
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Revenue:$10 - 50M
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Legal Name:Capital Advantage, Inc.
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Capital Advantage, Inc.
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Where are Capital Advantage, Inc.'s Headquarters?
Capital Advantage, Inc.'s Headquarters are in 3470 Mt Diablo Boulevard Suite A215,Lafayette,California,United States
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What is Capital Advantage, Inc.'s phone number?
Capital Advantage, Inc.'s phone number is +1 925-299-1500
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What is Capital Advantage, Inc.'s official website?
Capital Advantage, Inc.'s official website is https://www.capitaladvantage.com
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What is Capital Advantage, Inc.'s Revenue?
Capital Advantage, Inc.'s revenue is $10 - 50M
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What is Capital Advantage, Inc.'s NAICS code?
Capital Advantage, Inc.'s NAICS code is 523110
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How many employees are working in Capital Advantage, Inc.
Capital Advantage, Inc. has 12 employees
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What is Capital Advantage, Inc.'s Industry?
Capital Advantage, Inc. is in the industry of Investment Management
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Who is Capital Advantage, Inc.'s Principal, Chief Operating Officer?
Capital Advantage, Inc.'s Principal, Chief Operating Officer is Dawnalizabeth Henke