Dedicated to helping individuals and families recognize investment opportunities and wealth protection measures with a focus on short and long term planning, financial goals, and risk tolerance. Our approach to client service and investment management is based on individual goals and needs. Whether in retirement, approaching retirement, operating a small business, starting a family, saving for a future expenses (college,home,property) or simply growing and protecting your investments. We offer solutions to guide clients through all the financial endeavors and necessities of life.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Capital Insight Financial Group and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Jacob Reid, CA Insurance license # 0H05483

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