Capital Income Advisors

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Description

  • At Capital Income Advisors, where our primary focus is retirement planning, we treat our clients as we would treat our own family. We strive to help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. We serve all of Northern and Southern California, all over Texas including, Houston, Dallas, Austin, San Antonio, Midland, and the New York Tri State area. We offer retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care, IRA and 401(k) rollovers. Our advisors take a holistic approach to the financial process and looks at all aspects of our clients economic lives. We specialize in transition planning with corporate transitioning employees. We educate employees on their pension, 401k, and health care options to determine optimal retirement dates. We've consulted with thousands of transitioning employees with AT&T, Verizon, Pacific Bell, GTE, Northrop Grumman, Merck, Chevron, PG&E, Edison.
  • location

    Headquarters:12555 High Bluff Drive Suite 130, San Diego, California, United States

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  • Capital Income Advisors phone

    Phone Number: +1 212-390-1101

  • Capital Income Advisors website

    Website: https://www.capitalincomeadvisors.com

  • Capital Income Advisors employees

    Employees:6

  • Capital Income Advisors revenue

    Revenue:$1 - 10M

  • Capital Income Advisors legal name

    Legal Name:Capital Income Advisors

  • Capital Income Advisors's Social Media

    Capital Income Advisors linkedin Capital Income Advisors facebook Capital Income Advisors twitter
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  • |  NAICS Code: 541320  |

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Person level website identification

Director Of Operations for Capital Income Advisors

Amanda Aragona

Director Of Operations

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Amanda Aragona

Director Of Operations

Frequently Asked Questions regarding Capital Income Advisors

  • Where are Capital Income Advisors's Headquarters?

    Capital Income Advisors's Headquarters are in 12555 High Bluff Drive Suite 130,San Diego,California,United States

  • What is Capital Income Advisors's phone number?

    Capital Income Advisors's phone number is +1 212-390-1101

  • What is Capital Income Advisors's official website?

    Capital Income Advisors's official website is https://www.capitalincomeadvisors.com

  • What is Capital Income Advisors's Revenue?

    Capital Income Advisors's revenue is $1 - 10M

  • What is Capital Income Advisors's NAICS code?

    Capital Income Advisors's NAICS code is 541320

  • How many employees are working in Capital Income Advisors

    Capital Income Advisors has 6 employees

  • What is Capital Income Advisors's Industry?

    Capital Income Advisors is in the industry of Financial Services

  • Who is Capital Income Advisors's Director Of Operations?

    Capital Income Advisors's Director Of Operations is Amanda Aragona

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