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Local

With our office in Livermore and our team residing in different parts of the greater Bay area, local community is very important to us. Jacob Reid is an active member of the Livermore-Pleasanton Rotary which offers an excellent view into local happenings, community programs, and avenues to local charities and programs in need.

 

Tri-Valley and Greater Bay Area

Jacob Reid is a member of the TVEPC (Tri-Valley Estate Planning Council), an organization of various financial professionals, Estate Attorneys, CPA’s, Mortgage Brokers, Insurance Agents, Bankers, Healthcare Providers, and fellow Advisors. The TVEPC is a network of solid financial professionals. For us at CIFG this group provides a vast intellectual pool of knowledge to run ideas through and get answers for complex client scenarios. These relationships strengthen our ability to provide clients the best direction for any given financial scenario.

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

  925 449-7830


Menlo Park Office

750 Menlo Ave
Suite 200
Menlo Park, CA  94025

  (650) 326-7500

Get in touch

jreid@capitalinsightfg.com
 

Contact Us

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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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