Update: The deadline for entries has been extended to Jan. 16
Walnut Creek-based Alamo Capital is expanding its financial services to include business development plans and is partnering with Patch to find the perfect local companies to work with.
The 25-year-old company wants to help business owners, "Take their company to the next level," says Alamo Capital's Bill Mullally, who co-founded the firm with his wife Nancy Mullally.
Bill Mullally sees this opportunity as being perfect for any small- to mid-sized business with at least five employees.
The winning businesses will have immediate, in-person access to Alamo Capital's financial experts.
"We have experience and answers," Bill Mullally said.
Alamo Capital is a financial services company specializing in investment solutions and wealth management for retail, institutional and wholesale clients.
Its new four-pronged approach to capital business development will include: creating a company cash management system, establishing group and individual insurance and retirement plans and 401K plans; setting up key man insurance; and wealth management services for owners and employees.
Services and products offered include stocks and options, mutual funds, CDs, bonds, annuities, financial planning, retirement accounts and college funding solutions, and insurance solutions, such as life, long term care and medical benefits.
To apply for a chance to be included in this financial development plan, fill out the form included with this article. Applications must be received by Jan. 16 and winners will be announced on Patch the following week.
Editor's note: Alamo Capital is an advertising client of Patch's and is sponsoring this contest.
See attached PDF for the full rules. For questions, email Marketing Coordinator Emily Winslow, EWinslow@alamocapital.com, or call her at (925) 956-0142.
