PROFESSIONAL
As an independent financial advisor office we are not bound to any specific investment or product list. This independence allows us to identify investment options and opportunities from all sources. This allows Capital Insight Financial Group the freedom to offer unique solutions for each unique client while always keeping their best interests in mind.
Our firm enjoys many non contractual synergistic relationships which continually bring intellectual value to our client community.
Securities America
Broker Dealer
Investment Advisor Representative Firm
Pershing / BNY Mellon
Account Custodian
AssetMark Managed
Portfolio Platform
Capital Insight Partners
Portfolio Management Partner
Capital Group Inc., American Funds
Portfolio Management Partner
JP Morgan Asset Management
Portfolio Management Partner
GBS Insurance
Life Insurance Agency
eMoney Advisor
Financial Planning Program
Riskalyze
Investment Risk Analysis Tool
HALO by Genivity
Healthcare cost estimator
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.
Community Organizations
In addition to volunteering time with various charitable organizations, as a firm we contribute annually to various organizations at a local, state, and national level. Here are some of our favorites.
