Capital Insight Financial Group “Freedom to be Inspired®” partners with The AmeriFlex Group®
LAS VEGAS – November 20, 2024 – The AmeriFlex Group®, headquartered in Las Vegas, NV, recently expanded its network of Transitional Wealth Planners. Founded by Jacob Reid, his firm Capital Insight Financial Group, with over 20 years of experience in the financial service industry, serves individuals and families by utilizing industry leading Fintech to derive, analyze, and manage best outcomes for their clientele.
“AmeriFlex offers a unique partnership in the ever-changing landscape of Broker-Dealers and RIAs. As a high growth, hybrid model office, the decision to align with the AmeriFlex organization was an easy one.” Jacob stated, “They offer a solid partnership by assisting with operations, due diligence, and thought leadership all while allowing us to maintain and continue to grow our existing brand value. Maintaining independence has always been important to me for the benefit of my clients. AmeriFlex adds the muscle of a bigger organization/partnership while I can simultaneously maintain my firm’s independence.” Jacob added, “Ultimately, when the values of deep, inclusive financial planning and diligent investment management are not just tag lines but rather daily mantras, it was easy to join.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “We are thrilled to welcome Jacob Reid and the Capital Insight Financial Group team to our growing network of partner advisors. With the resources offered through The AmeriFlex Group and support our firm provides, Jacob will be able to continue the exceptional service he provides to his clients. We look forward to the opportunities this partnership will bring and are happy to have them join the TAG family.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732 or email at jesse@theameriflexgroup.com or visit us at www.theameriflexgroup.com.
