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  Regional > North America > United States > California > Localities > S > San Diego > Business and Economy > Financial Services   Go to Directory Home  

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Accounting (18)
Insurance (13)
Mortgages (14)
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  Mission Ventures http://www.missionventures.com/
Venture capital firm specializing in Southern California early-stage information technology, healthcare, and service companies. Investment criteria and careers.
  LPL Financial Services http://www.lpl.com/
Investment company formed by the merger of Linsco and Private Ledger, offering financial planning, research, investments, and management. Representatives, financial data, and careers.
  Forward Ventures http://www.forwardventures.com/
Venture capital firm specializing in early-stage biotechnology and health care companies. Includes investment criteria, current portfolio, news, and contacts.
  USA Federal Credit Union http://www.usafedcu.org/
Serves active and retired military personnel, defense contractors, federal employees, and select employee groups. Products and services.
  SaveWealth LLC http://www.savewealth.com
Provides information about estate planning, retirement planning, reducing taxes, and travel planning.
  California Coast Credit Union http://www.calcoastcu.org/
Membership is open to local school employees, students, parents of students, alumni, and their families. Account and loan information, articles, and online services.
  Consumer Credit Counseling Service http://www.cccssdic.org/
Financial counseling, debt repayment programs, education workshops, and housing programs. Includes information on services offered, articles, and FAQs.
  Princeton Daytrading, LLC http://www.princetondaytrading.com/
Brokerage geared toward day traders, offering training in technical methods. Trading handled in San Diego office or on line.
  Windward Ventures http://www.windwardventures.com/
Venture capital firm specializing in early-stage high growth companies in Southern California. Offices in San Diego and Thousand Oaks. Biographies, portfolio, news, and investment criteria.
  Venture Catalyst http://www.vcat.com/
Venture capital firm specializing in helping tribal communities to build businesses, particularly in the gaming industry.
  Sorrento Ventures http://www.sorrentoventures.com/
Venture capital firm focusing on companies in the health care, electronics, high technology, and consumer products areas. Company profile, criteria, portfolio, contacts, and map.
  First Allied Securities, Inc. http://www.firstallied.com/
San Diego-based independent broker with national branches. Includes news, careers, and company profile.
  Primary Funding Corporation http://www.primaryfunding.com/
Factoring services. Includes: how this form of financing works, business alliances, and contacts.
  Sunrise Bank of San Diego http://www.sunrisebanksandiego.com/
Personal, small business, and professional services. Business mission and map.
  Vaughn Woods Investment Management http://www.vaughnwoods.com/
A fee-based investment manager, working with the support of Spelman and Co. Information for investors, news, and financial links.
  Asset Recovery Specialists http://www.equipmentrecovery.com/
Sells end-of-lease and repossessed computer systems and accessories. List of available items. Offices in San Diego and Charlotte, NC.
  San Diego Commercial Finance http://www.sdcf.com/
Factoring programs, credit and collection services, and account management. Includes: about the company, pricing, and procedures.
  CuraDebt, Inc. http://www.curadebt.com/
Debt consolidation, negotiation, and settlement. Includes rate quotations, testimonials, free contest, and contacts.
  Lender Support Systems, Inc http://www.lendersupport.com/
Specializing in mortgage software, direct loan servicing, and loan documents. Description of services.
  GD Financial Service http://www.gdfinancial.net/
Financial planning and tax consulting firm of Gary Dennis. Includes tax organizer, financial indexes, and firm profile.
  Dunham & Associates Investment Counsel, Inc. http://www.dunham.com/
A wealth management firm offering asset management, fixed income solutions, and integrated trust services. Includes company news and details of services.
  AutoPawn.com http://www.autopawn.com/
Provides short-term car title loans in the United States. Includes loan information and an application form.
  Wheeler/Frost Associates, Inc. http://www.wheelerfrost.com/
Registered investment manager. Includes quarterly newsletter, portfolio tips, and online seminars.
  Western Financial Planning Corp. http://www.wfpc.com/
Retirement, college, and estate planning. Description of services, financial planning tips, careers, and contacts.
  Stolper & Company http://www.stolperco.com/
Investment advisory firm for high net worth clients. Profile of the company and Michael Stolper, author of "Wealth: an Owner's Manual."
  Centara Capital Management Group, LLC http://www.centaracapital.com/
Provides financial planning for seniors. Includes seminar schedule, retirement advice, and links.
  Permanent Value, Inc. http://www.permanentvalue.com/
Handles asset management, retirement planning, and employee benefits. Description of programs, including courses offered.
  Merrithew & Thorsten, Inc. http://www.fee-only-planner.com/
Financial planners offering fee-only financial planning services. Types of services and profiles of planners.
  Debt Acquisition Company of America http://www.daca4.com/
Debt consolidation. Facts about bankruptcy, services offered, FAQs, and contacts.
  Blue Water Capital, LLC http://www.sandiegofeeonly.com/
Fee based certified financial and investment planning. FAQ and financial articles.
  RPC Financial Services, Inc. http://www.rpcfinancial.com/
Professional property tax consulting and assessment appeal representation. Application forms and contact information.
  Payment Solutions http://www.paymentsolutions.com/
Offers CHECK ONE check guarantee service and COLLECT ONE nationwide recovery service for all types of receivables. Includes features offered, careers, and client resources.
  The Leasing Group http://www.leasing-group.com/
Lease financing for business clients. Includes advantages for the client and types of services available.
  Jim Bogart - LPL Financial Services http://www.lpl.com/jim.bogart
Financial planner specializing in mutual funds, variable and fixed annuities, retirement planning, insurance, and college planning. Includes information about LPL, an independent brokerage firm.
  Cafiero Tax and Financial Services http://www.cafierotax.com/
Financial consulting, including retirement plans and insurance. Includes ideas for planning education, estates, investments, and family finances.
  Bankruptcy Relief Network http://www.bankruptcyreliefnetwork.com/
Consolidation and debt reduction services for consumers considering bankruptcy. Includes overview of the procedure, case study, FAQ, consultation, and articles.
  GFH Financial http://www.gfhfinancial.com/
Financial advice. Research, charts/graphs, calculators, and contact information.
  Ray Lucia Companies http://www.raylucia.com/
Radio shows, financial planning, employee benefits, investment management, professional practice management. Profile of company and services.
  The Mohr Group http://www.mohrgroup.com
Provides retirement, estate, and business succession planning to business owners, executives, professionals, and retirees. Services offered, biographies, and contacts.
  Jaccard Financial Services http://www.jaccardfinancial.com/
Financial planning and advisory firm.
  Brian D. Lowder, Inc. http://www.bdlowder.com/
Fee-only financial planning and management firm. Includes news, research, quotations, company profile, and client-only resources.

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