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Our Services

At Alta Investment Group, we provide expert assistance in the following areas:

Real Estate

  • 1031 Exchanges
  • DST/TIC Investments
  • REITS
  • Real Estate Opportunity Funds
  • Real Estate Note Programs

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Alternative Investments
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Oil & Gas Programs

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Annuities