Capital Insight Financial Group Email Format

Financial ServicesCalifornia, United States2-10 Employees

Capital Insight Financial Group is a small financial services firm based in Livermore, California. It serves individuals and families planning for retirement, those already retired, or focused on career or small business ventures. As Life Planning Strategists, the firm emphasizes understanding clients’ values and goals to craft a tailored plan that balances capital preservation with wealth accumulation, including income replacement and asset protection if unforeseen events occur. The firm’s offerings are delivered through a framework in which securities are offered by Cambridge Investment Research, Inc., and advisory services are provided by The AmeriFlex Group, a registered investment adviser. Cambridge is independently owned, and other referenced entities operate independently from Cambridge.

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