Doll Capital Advisors, Inc.

(on rancho viejo road)
Financial and Investment Services in San Juan Capistrano, CA
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

30448 Rancho Viejo Road
San Juan Capistrano, CA
92675

About

Doll Capital Advisors, Inc. is a full-service financial consulting firm dedicated to helping our clients build assets and preserve their hard-earned assets. We conduct a thorough discovery process with each client in order to determine their true individual goals. We will then design a new investment portfolio or realign their existing investment portfolio in order to help them pursue these goals.

As independent wealth advisors we have chosen to align ourselves with LPL Financial which offers no proprietary investment product ensuring that our loyalty belongs exclusively to our clients - not to a parent company.

This relationship enables us to recommend only those products and services that can be tailored to suit our clients' unique needs.

Photos

Doll Capital Advisors, Inc. Photo Doll Capital Advisors, Inc. Photo

Services

  • Financial Planning Strategies and Wealth Management

Latest

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If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. DOLLCAPITALADVISORS.COM Do You Owe The AMT?
Upcoming radio appearance this Thursday, September 24th I will be featured live on KOCI radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at: . The call-in number is 949-650-1015. KOCIRADIO.COM KOCIRADIO.COM Orange County's Community Radio Station
Business owners should consider a succession plan sooner rather than later. DOLLCAPITALADVISORS.COM Succeeding at Business Succession
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You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor DOLLCAPITALADVISORS.COM Tax Deductions You Won't Believe
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There are benefits and limitations when using a living trust. #LivingTrust DOLLCAPITALADVISORS.COM A Living Trust Primer
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement DOLLCAPITALADVISORS.COM Social Security: The Elephant in the Room
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Check out this video on taxes. #IncomeTax DOLLCAPITALADVISORS.COM The Facts About Income Tax
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit DOLLCAPITALADVISORS.COM Red Flags for Tax Auditors
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Upcoming radio appearance this Thursday, October 29th. I will be featured live on KOCI FM 101.5 radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at: . The call-in number is 949-650-1015. KOCIRADIO.COM KOCIRADIO.COM Orange County's Community Radio Station
As complex as the details of taxes can be, the income tax process is fairly straightforward. DOLLCAPITALADVISORS.COM How Income Taxes Work
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Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments DOLLCAPITALADVISORS.COM Are Alternative Investments Right for You?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation DOLLCAPITALADVISORS.COM Inflation & Your Money
Buying a home may be your largest financial commitment. Which loan is best for your situation? DOLLCAPITALADVISORS.COM Fixed or Variable Mortgage, Which Should You Pick?
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Being healthy may help your personal finances. DOLLCAPITALADVISORS.COM Putting a Price Tag On Your Health
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Long-term care: three words many people hope they'll never need. DOLLCAPITALADVISORS.COM Understanding Long-Term Care
Upcoming radio appearance this Monday November 30th. I will be featured live on KOCI FM 101.5 radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at: . The call-in number is 949-650-1015. KOCIRADIO.COM KOCIRADIO.COM Orange County's Community Radio Station
$100 not spent is more like $143. Intrigued? #taxes #saving DOLLCAPITALADVISORS.COM Stop Wasting Money
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Protect yourself from identity theft. #IdentityTheft DOLLCAPITALADVISORS.COM To Catch a Thief
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The tax rules that govern donating art are complex and confusing. #taxes #art DOLLCAPITALADVISORS.COM Donating Art: Taxation Abstraction
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance DOLLCAPITALADVISORS.COM Understanding Homeowner’s Insurance
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec DOLLCAPITALADVISORS.COM Insuring Your Business Against Cyber Liability
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement DOLLCAPITALADVISORS.COM Social Security: The Elephant in the Room
How do you find care for your special-needs child? DOLLCAPITALADVISORS.COM Tips for Finding Care for Your Disabled Child
Do you know how missing the best and worst market days might affect your #portfolio? DOLLCAPITALADVISORS.COM It Was the Best of Times, It Was the Worst of Times
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here: DOLLCAPITALADVISORS.COM Investing for Impact
Agent Jane Bond wants you to know about how bonds help diversify a portfolio. DOLLCAPITALADVISORS.COM Jane Bond: Decoding Diversification
Do global and international mutual funds complement or conflict with each other? DOLLCAPITALADVISORS.COM Global vs. International: What’s The Difference?
As complex as the details of taxes can be, the income tax process is fairly straightforward. DOLLCAPITALADVISORS.COM How Income Taxes Work
Start your Christmas Eve off right! I will be featured live on KOCI FM 101.5 Radio from 7:15 AM to around 11 AM. I will discuss my investment outlook for 2021 and answer questions. Live stream it at: . The call-in number is 949-650-1015. KOCIRADIO.COM KOCIRADIO.COM Orange County's Community Radio Station
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Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax DOLLCAPITALADVISORS.COM How to Appeal Your Property Taxes
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. DOLLCAPITALADVISORS.COM A Taxing Story: Capital Gains and Losses
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Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. DOLLCAPITALADVISORS.COM Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds DOLLCAPITALADVISORS.COM All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours? DOLLCAPITALADVISORS.COM Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. DOLLCAPITALADVISORS.COM RE: Retirement

Information

Company name
Doll Capital Advisors, Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for Doll Capital Advisors, Inc. in San Juan Capistrano CA?
    You can reach them at: 949-497-6366. It’s best to call Doll Capital Advisors, Inc. during business hours.
  • What is the address for Doll Capital Advisors, Inc. on rancho viejo road in San Juan Capistrano?
    Doll Capital Advisors, Inc. is located at this address: 30448 Rancho Viejo Road San Juan Capistrano, CA 92675.
  • What are Doll Capital Advisors, Inc.(San Juan Capistrano, CA) store hours?
    Doll Capital Advisors, Inc. store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.