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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Office

Livermore Office

2021 Las Positas Ct
Suite 165
Livermore CA 94550

Menlo Park Office

750 Menlo Ave
Suite 200
Menlo Park, CA 94025

Get in touch

jreid@capitalinsightfg.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Primary Wealth Group, Cambridge and Dave Ramsey are not affiliated. Cambridge does not offer tax advice. Financial Professionals may only conduct business with residents of the states or jurisdiction in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge's Form CRS (Client Relationship Summary)

Jacob Reid, CA Insurance license # 0H05483

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