Capital Management Associates Inc.
Palm Springs, CA
Areas of service:
San Diego, Long Beach, Santa Ana, Riverside, Anaheim, San Bernardino, Oceanside, Huntington Beach, Whittier, Chula Vista and more.Credentials
- Email verified
- Fixr reviewed
Contact Capital Management Associates Inc.
California Financial Advisor
Request an estimate
Capital Management Associates Inc. - Palm Springs, CA
- You'll be asked to describe what you need.
- You'll be asked to provide your details so that Reginald Peterson may contact you.
- You'll get estimates from other qualified service professionals.
About Capital Management Associates Inc.
CMA is a company that helps people and businesses generate more income. We advise business owners and clients on ways to grow profitability. We do this through our excellent planning strategies focused on 3 priorities:
• Create maximum wealth during your career.
• Enjoy a high-quality lifestyle in retirement.
• Leave a financial legacy to your next generation.
We have been providing professional financial advice since 1995. We collaborate with trusted business partners to ensure authoritative and top-quality services.
Questions and answers
- What certifications or professional affiliations do you have?
Series 65
- What areas of your trade do you specialize in?
- Investment Management
- Financial Planning
- Tax Reduction
- Estate Planning