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BBB issues Reliability Reports on all businesses, whether or not they are BBB accredited. If a business is a BBB Accredited Business, it is stated in this report.
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BBB Accreditation Capital Advantage, Inc. has been a BBB Accredited business since September 2007. This means it supports BBB's services to the public and meets our BBB Accreditation standards. |
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BBB Rating for Capital Advantage, Inc.Based on BBB files, Capital Advantage, Inc. has a BBB Rating of A+ on a scale from A+ to F. |
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Business Contact and Profile for Capital Advantage, Inc. |
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| Name: | Capital Advantage, Inc. |
| Phone: | (925) 299-1500 |
| Fax: | (925) 299-1599 |
| Address: | 3708 Mount Diablo Blvd # 200 |
| Lafayette, CA 94549-3610 | |
| Website: | www.CapitalAdvantage.com |
| Original Business Start Date: | January 1981 |
| Principal: | Mr. John Hayman, CFP Founder and President |
| Customer Contact: | Ms. Donna Zinman, MBA, Vice President - (925) 299-1500 |
| Email Address: | |
| Entity: | Corporation |
| Incorporated: | June 1998, CA |
| Employees: | 8 |
| Type of Business: | Investment Advisory Service, Financial Planning Consultants, Financial Services, Retirement Planning Service |
| BBB Accreditation: | Capital Advantage, Inc. is a BBB Accredited business. |
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Products and Services of Capital Advantage, Inc.This company offers financial planning. |
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Additional Locations and Phone Numbers
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Licensing for Capital Advantage, Inc.This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. These agencies may include: Investment Adviser BBB records show a license number of 108985 for this company. Type: National Association of Securities Dealers |
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Customer Complaint History for Capital Advantage, Inc.BBB processed a total of 0 complaints about Capital Advantage, Inc. in the last 36 months, our standard reporting period. |
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BBB Program Participation This company has agreed to use special procedures including arbitration, if necessary, to resolve disputes through their participation in the following programs: BBB Identification, BBBOnLine. |
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Government Actions BBB has no information regarding government actions at this time. |
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Advertising Review BBB has no information regarding advertising review at this time. |
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BBB Copyright and Reporting Policy As a matter of policy, BBB does not endorse any product, service or business. If you choose to do business with Capital Advantage, Inc., please let them know that you contacted BBB for a BBB Reliability Report. ID: 151494 |
| BBB Definition: report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: BBB Accreditation standards - This means BBB has determined that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. |
| BBB Definition: scale - BBB Rating Scale A+ A A- B+ B B- C+ C C- D+ D D- F |
| BBB Definition: scale - BBB Rating Scale A+ A A- B+ B B- C+ C C- D+ D D- F |
| BBB Definition: license - A permit or accreditation required by the State, Province, County or Municipality where a company is located indicating competence or professional certification that allows the company to provide products or services related to their particular field or industry. |
| BBB Definition: BBB Identification - A BBB program that allows BBB Accredited businesses to identify themselves as BBB Accredited businesses in off-line media when BBB Accredited business signs a formal commitment to resolve disputes, if necessary, through arbitration. |
| BBB Definition: arbitration - http://www.dr.bbb.org/ComSenseAlt/bindArb.asp |
| BBB Definition: BBBOnLine - A national BBB dispute resolution program offered to companies who transact business via the Internet and allows the company to display BBBOnLine Reliability Seal. Refer to https://www.bbbonline.org/reliability/Rel_EN.asp for a fuller description of the program and eligibility requirements. |
| BBB Definition: BBB Identification - A BBB program that allows BBB Accredited businesses to identify themselves as BBB Accredited businesses in off-line media when BBB Accredited business signs a formal commitment to resolve disputes, if necessary, through arbitration. |
| BBB Definition: arbitration - http://www.dr.bbb.org/ComSenseAlt/bindArb.asp |
| BBB Definition: BBBOnLine - A national BBB dispute resolution program offered to companies who transact business via the Internet and allows the company to display BBBOnLine Reliability Seal. Refer to https://www.bbbonline.org/reliability/Rel_EN.asp for a fuller description of the program and eligibility requirements. |
| BBB Definition: BBB Identification - A BBB program that allows BBB Accredited businesses to identify themselves as BBB Accredited businesses in off-line media when BBB Accredited business signs a formal commitment to resolve disputes, if necessary, through arbitration. |
| BBB Definition: arbitration - http://www.dr.bbb.org/ComSenseAlt/bindArb.asp |
| BBB Definition: BBBOnLine - A national BBB dispute resolution program offered to companies who transact business via the Internet and allows the company to display BBBOnLine Reliability Seal. Refer to https://www.bbbonline.org/reliability/Rel_EN.asp for a fuller description of the program and eligibility requirements. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
| BBB Definition: Report - A summary of activity reflected in a company's BBB file. Includes basic business background, BBB Accreditation information, and BBB complaint activity over the previous three years. Also reports may include any known government actions, advertising issues or other information that results from activity conducted by BBB. |
