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Capital Advantage, Inc.Financial advisor in Walnut Creek, CA

Capital Advantage, Inc. is a financial advisor at 1855 Olympic Blvd Ste 300, Walnut Creek, CA 94596, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Walnut Creek, CA0 paid placements in any rankingHow we rank

Call (925) 299-1500Website ↗

Key facts

Key facts about Capital Advantage, Inc.
Address1855 Olympic Blvd Ste 300, Walnut Creek, CA 94596Get directions
Phone(925) 299-1500
Websitecapitaladvantage.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Walnut Creek and 11 towns within 25 miles: Lafayette, Alamo, Pleasant Hill, Moraga, Concord, Danville, Orinda, Clayton, San Ramon, Martinez and Piedmont.

Based in Walnut Creek, CAView on map

Opening hours

Opening hours for Capital Advantage, Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Capital Advantage, Inc.

What are Capital Advantage, Inc.’s hours?

Capital Advantage, Inc. is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Capital Advantage, Inc. serve?

Serves Walnut Creek and 11 towns within 25 miles: Lafayette, Alamo, Pleasant Hill, Moraga, Concord, Danville, Orinda, Clayton, San Ramon, Martinez and Piedmont. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Capital Advantage, Inc.?

Capital Advantage, Inc. has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Capital Advantage, Inc.?

Call Capital Advantage, Inc. on (925) 299-1500. The business is at 1855 Olympic Blvd Ste 300, Walnut Creek, CA 94596. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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