Solana Beach Information-Your Guide to Solana Beach

Everything You Need At Your Fingertips

Solana Beach Chamber Members

  • Balanced Accountability
    (650) 279-3746
    San Diego, CA, USA
    https://www.balancedaccountabilitycpa.com/

    Balanced Accountability specializes in taxation with emphasis on strategic planning ideas as well as financial statements preparation and attest engagements for regulatory compliance. Helping clients navigate the complex world of tax and other financial needs so they can focus on the more important aspects of running a business or minding their craft while maintaining a work-life balance.

    Relevant tax information along with other useful contents are available under Blog, Links and Tax Resources.

  • Bank of America
    (858) 859-4022
    943 Lomas Santa Fe Drive, Solana Beach, CA, USA
    https://locators.bankofamerica.com/ca/solanabeach/financial-centers-solana-beach-16862.html

    At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. We deliver this through a focus on responsible growth and environmental, social and governance (ESG) leadership.

    We are driving growth – helping to create jobs, develop communities, foster economic mobility and address society’s biggest challenges – while managing risk and providing a return to our clients and our shareholders. Because we recognize that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success.

  • Block Advisors
    (858) 724-0772
    987-a Lomas Santa Fe Dr, Solana Beach, CA 92075, United States

    Block Advisors is the business-oriented brand of HR Block. We handle tax returns at ALL levels, including year-round bookkeeping and payroll services of of our local Solana Beach office.

    Wondering if your taxes are "complicated"? Or if year-round Tax Advisor support is something you need? If you're not sure, the answer is probably Yes. It only takes a life event, new business opportunity, a change in the tax code, or even finding errors in withholding or on past returns, to take your taxes to a new level.

    At Block Advisors, we’ve seen it all. And we've solved it.

    Our network of Tax Advisors is 2,000+ strong, and they average 15 years experience each. Annual specialized training keeps us at the top of our game, and our business clients rely on us for a wide range of services besides tax. A relationship with your Tax Advisor extends far beyond the return.

    See what Block Advisors can do for you at 987-A LOMAS SANTA FE DR, SOLANA BEACH. We really are "all you need."

  • California Bank & Trust
    (858) 792-4770
    2775 Via De La Valle, Del Mar, CA 92014, USA
    https://www.calbanktrust.com/

    If your bank isn’t leading the way, it’s in the way.
    For more than 60 years, California Bank & Trust has been helping generations of Californians —and California businesses — grow and prosper. We help lead them to brighter and financially sound futures. Today, we’re one of California’s most dynamic and admired banks, offering guidance, collaboration, and customized options simply not found at other banks. We hope to be given the opportunity to provide such service to you.

  • City National Bank
    Phone number (858) 509-2700
    937 Lomas Santa Fe Drive, Solana Beach, CA, United States
    https://www.cnb.com/index.asp

    California's premier business and private bank.
    City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. Its 3,700 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.

  • CRUNCH – Bite-Sized Accounting
    (619) 733-5305
    153 S Sierra Ave, #416 Solana Beach, CA, United States
    https://bitesizedaccounting.com/

    CRUNCH Bite-Sized Accounting
    Are you in need of monthly accounting services? Do you need help getting ready for your tax meeting with your CPA?

    Are you aware that there is a local company that can help? CRUNCH offers low cost, fixed monthly pricing with NO surprises! CRUNCH is local, experienced, timely and professional. Their services include:

    * Small Business Accounting
    * Sales Tax
    * Payroll
    * Marketing Guidance and Strategic Planning
    * Tax minimization Strategies
    * QuickBooks Expert

  • Hall Private Wealth Advisors
    (858) 263-1675
    462 Stevens Ave #105, Solana Beach, CA 92075, USA
    http://www.hallpwa.com/

    Hall Private Wealth Advisors is uniquely positioned to help our clients achieve their goals. Our employees collectively have over 100 years of experience working with a wide range of clients. As fiduciaries, our mission is to deliver exceptional service, fairness and transparency in the way that we operate. Our clientele consists of entrepreneurs and business owners, corporate executives and engineers, doctors and other professionals.

  • Hamilton Tharp, LLP
    (858) 481-7702
    323 Hwy 101, Solana Beach, CA 92075, USA
    http://www.ht2cpa.com/

    Founded in 1980, Hamilton Tharp, LLP (formerly known as Hamilton Accountancy Corporation) has assembled a team of top tax and accounting professionals to assist clients in reaching their financial and life goals.

  • Home Bridge Financial
    (858) 215-5809
    437 Highway 101, Suites 108 & 110 Solana Beach, CA, United States
    https://www.homebridge.com/branch/solana-beach/

    At HomeBridge Financial Services, Inc., our mission has always been to simplify the mortgage lending process. As one of the nation’s largest privately held, non-bank lenders, we specialize in facilitating and securing home mortgage financial solutions.

  • Integrity Mortgage Group
    (619) 275-1177
    9683 Tierra Grande Street, San Diego, CA, USA
    https://www.leeannsteinhomeloans.com/

    LEE ANN STEIN
    VICE PRESIDENT OF MORTGAGE LENDING
    Lee Ann Stein shares with borrowers her 20 years of exceptional mortgage industry experience. Working in California, with a focus on San Diego, Lee Ann helps all home buyers become homeowners through wide loan product knowledge and attentive, customer-service commitment. She sees prompt responses and regular, ongoing communication as the keys to doing her best – and what’s right for her clients.

  • Laguna Numbers Bookkeeping Services
    (949) 705-6423
    1248 Glenneyre Street, Laguna Beach, CA, USA
    http://www.lagunanumbers.com/

    Laguna Numbers can tailor the work to your needs

    We can go to your office, we can pick up the work and do it at our office, and we can connect to your computer and do the work remotely through a service that Laguna Numbers subscribes to, (encrypted, safeguarded and completely secure connections) at no extra cost to you.

    Monthly Bookkeeping

    On an ongoing basis, Laguna Numbers will handle the full range of duties necessary (i.e.: credit cards & checking accounts reconciliations, management of cash flow, AP/AR, preparation of Balance Sheets & P&Ls) to maintain the monthly books, making sure that close relationships with client’s CPAs or Tax Preparers are established.​

    Maintenance & Upkeep

    Assist in the methodizing and upkeep of your bookkeeping (monthly, quarterly or yearly), either business or personal.

    Audits & Compilations

    Organization & compilation of financials (credit cards & checking accounts reconciliations, AP/AR, preparation of Balance Sheets & P&Ls & other reports as necessary) for tax preparation, tax audits, the sale of a business, or for Divorce or Child Support Court Cases.

    LET US KEEP YOUR FINANCIAL BOOKS IN ORDER.
    YOU CAN UTILIZE THE FREE TIME
    TO MAKE $$$$$$$

    Laguna Numbers excels because we work very closely with our client’s accountant or tax preparer and are always available to him/her for any questions or needs relating to our clients books. We receive referrals from accountants that require our services for their clients.

    For our Attorney's referrals, we complete our assignments on time even under short time notice.

  • Latchezar Boyadjiev Farmers Insurance and Financial Services
    437 Highway 101, Suite 208 Solana Beach, CA, USA
    https://agents.farmers.com/ca/solana-beach/latchezar-boyadjiev

    Insurance and Financial Services
    All home, car, renters insurance, life, health, umbrella, E&O, Worker's Comp, Business, Mutual Funds, College Savings Plans, Retirement plan & IRAs, Annuities , Bonds and other financial services.

  • Leslie Martin CPA
    (858) 603-0652
    1007 Santa Gabriella, Solana Beach, CA 92075, USA
    http://www.lmartincpa.com/

    Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.

  • Marcy Ann Mobile Notary
    (214) 477-9888
    833 South Cedros Avenue, #39 Solana Beach, CA, USA

    Mobile notary signing agent. certified to present and notarize mortgage and refinance contract. Will pick up contracts from escrow / lending in situations, deliver to signer for signature and immediately return contracts to inviting party.

  • Mission Federal Credit Union
    (858) 524-2850
    953 Lomas Santa Fe Drive, Solana Beach, CA, USA
    https://www.missionfed.com/branches/solana-beach

    Many of our members learn about Mission Fed from their family, friends or co-workers. This referral is truly a gift that keeps on giving because a Mission Fed membership has so many benefits

  • Momentum CFO
    (858) 284-0314
    445 Marine View Avenue, Suite #300 San Diego, CA, USA
    https://www.momentumcfo.com/

    Momentum CFO is a boutique firm specializing in Chief Financial Officer and data analytics services for small to mid-sized businesses. We bring the benefits of Fortune 500 financial expertise to your company without the expense of hiring a full-time CFO.

    You have a vision for the future of your business, we help you get there. Whether you need high-level strategy and a proven plan to achieve your next revenue goals, help managing your business finances and ever-growing to-do list, or you’ve got a financial problem that’s affecting your cash flow and peace of mind — Momentum CFO is your financial solution.

    We understand that our clients are experts in their specific industry. Yet when your skill set doesn’t include a financial background, it’s difficult to feel secure about your company’s financial direction. Burdened by financial management, you’re forced to oversee tasks and make financial decisions outside of your expertise: Will this purchase be a good investment? What are the best ways to increase your company’s profitability? Is your product/service pricing optimal? Can you afford to hire more employees? Your time is spread thin, and you worry about how you’ll actually move your company forward.

    Through our highly customized services, you can check financial management off your to-do list and feel confident that your financial operations are running smoothly and profitably.

    Visit www.MomentumCFO.com today to schedule your free financial consultation.

  • Opus Bank
    858) 794-4630
    2710 Via De La Valle, Del Mar, CA, USA
    https://www.opusbank.com/location/del-mar

    The name Opus Bank was derived from the original definition of “opus” which meant: a life’s work.
    In fact, Opus Bank was built and designed to honor the life’s work of our clients. Our mission is to accelerate the vision of successful entrepreneurs and business leaders who have proven their ability and need a partner for growth. What distinguishes Opus Bank is that we listen to our clients’ plans for growth, and then bring the bankers, resources, and plans to enable our clients’ vision.

    Don’t take our word for it. Go behind-the-scenes to see and hear how Opus clients have Built Their Masterpiece with a level of partnership and consultation harkening back to the House of Morgan — when bankers respected their clients, and clients trusted and respected their banker.

  • Pacific Commerce Bank
    (858) 284-3850
    12730 High Bluff Drive, San Diego, CA, United States
    https://www.pacificcommercebank.com/

    Pacific Commerce Bank and our employees are committed to providing superior customer service and products to a much broader and more diverse population of businesses types and population of customers. Traditionally, large banks do not do an effective job of servicing the needs of small business owners. Their approach of “one size fits all” is applied to both large and small businesses with smaller businesses being less accommodated.

    Fundamental to the success of Pacific Commerce Bank is the understanding that as a community bank, we cannot take the “all things to all people” approach. Rather, we distinguish our Bank by providing a personalized approach to your banking needs whether business or personal.

    We are the home of “Relationship” Banking with our focus on service and professionalism. Visit us and tell us “Your Story” so that we can customize services and products for you.

  • Peter’s Financial Services Corporation
    (858) 755-0201
    215 Hwy 101, Solana Beach, CA 92075
    http://financialplandesign.net/new/financialplandesign/content.asp

    Financial Planning & Wealth Management Services

    Portfolio Analysis
    Income Needs Analysis
    Retirement Needs Analysis
    Education Needs Analysis
    Long Term Care, Life & Disability Insurance Services
    Estate Planning Strategies
    Risk tolerance analysis
    Investment objective analysis
    Asset Allocation Design

    Ongoing Portfolio Analysis & Service

    Quarterly & Annual Account Reviews
    Diversification & Performance Analysis
    Rebalancing of Asset Allocation
    Open communications with your Attorney & tax professional
    Economic & Market Updates
    Ongoing communications with Money Managers & Research Teams
    Online Account Access

    P. Martin Peters, CLU, RHU | Financial Consultant
    Marty began his Financial Services Career in the early 70’s. He received his Chartered Life Underwriter Designation CLU in 1975 and his Registered Health Underwriter Designation in 1984. Marty has been a qualifying member of the Million Dollar Round Table each year since 1973, a premier association of the insurance and financial service industry which is limited to the top 2% of producers. Marty joined Financial Plan Design in 1986 and specializes in implementing strategies to create and diversify wealth using trusts*, family limited partnerships, asset allocation in managed accounts as well as insurance and annuities. His license plate reads “PRE TAX” which says it all. His approach is to give Clarity and Confidence in a Complex World.

    Marty is a graduate of Loyola Marymount University with a double major in Political Science and Philosophy. He also attended graduate courses in banking and finance from University of Southern California.

    Interests outside of providing financial security for his clients include spending time with his wife Mary Alice, 2 daughters and granddaughters. He has served actively in Rotary since 1978, as a past District Governor and current Chair of Public Relations for the Western United States.

  • Prudential Advisors
    (858) 925-3089
    7676 Hazard Center Drive, San Diego, CA, USA
    https://www.prudential.com/advisor/natascha-edelmann

    Prudential offers Life Insurance, Annuities, Mutual Funds, Group Insurance, Retirement Services, Investment Management and other financial services to help solve today's financial challenges.

  • Ranch and Coast Mortgage
    (760) 230-2042
    101 N Acacia Ave, Solana Beach, CA 92075, USA
    http://www.rcmloan.com/

    Ranch & Coast Mortgage Group, Inc. understands the importance of finding the right mortgage loan that fits your exclusive needs and situations. Our team’s extensive knowledge of the mortgage and financial market, coupled with our years of experience, allow us to find you the lowest rate with the best possible terms. Whether you are looking to refinance your current home, purchase a new home, or simply consolidate your credit card and consumer debt, we are your advocates.

  • San Diego County Credit Union
    (858) 481-1013
    665 San Rodolfo Dr, Solana Beach, CA 92075, USA
    https://www.sdccu.com/

    Welcome to San Diego County Credit Union, San Diego's largest locally based financial institution. With more than $4.8 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members.

  • Sandy Coventry Insurance Services Inc.
    (858) 779-2486
    440 Stevens Avenue, #200 Solana Beach, CA, USA
    https://scisi.net/

    PROVIDING SERVICES IN ALL AREAS OF EMPLOYEE BENEFITS, GROUP AND INDIVIDUAL MEDICAL, DENTAL, VISION, LIFE, LONG-TERM AND SHORT-TERM DISABILITY INSURANCE, 401K PLANS AND MEDICARE PLANS. OUR COMMITMENT IS TO EXCEED OUR CLIENTS’ EXPECTATIONS AS WE DELIVER AN EASY BUTTON IN THE FORM OF DEDICATED, PROFESSIONAL QUALITY SERVICE!

  • Solana Dreams Publishing
    (760) 666-2900
    774 W Solana Cir, Solana Beach, CA, United States
    http://www.waynelabel.com/

    ACCOUNTING FOR NON-ACCOUNTANTS
    Accounting provides information that helps people in business increase their chances of making decisions that will benefit their companies. Accounting is the language of business. It is the process of recording, classifying, and summarizing economic events through certain documents or financial statements. Like any other language, it has its own terms and rules. To understand how to interpret and use the information accounting provides, you must first understand this language. Understanding the basic concepts of accounting is essential to success in business.

  • Stephen Holwell Fiduciary Associates
    (858) 254-1843
    534-1 Via De La Valle, Solana Beach, CA 92075, USA
    http://holwellfiduciary.com/

    The Hardest Decisions In Life Most Often Involve Loved Ones. We Understand.

    Stephen Holwell Fiduciary Associates is experienced in the many facets and consequences of family care decisions and can serve as a valued, experienced and sound partner in your decision-making. We pride ourselves on a personal and caring approach. Most importantly, we understand the emotions involved and can help to clarify the decisions that will benefit your loved one for the short and the long-term.

  • Union Bank
    (858) 794-9714
    969 Lomas Santa Fe Drive, Solana Beach, CA, United States
    https://blw.unionbank.com/blw/branches/California/Solana-Beach/969-Lomas-Santa-Fe-Drive-Solana-Beach-California.html

    Local Solana Beach branch providing personal, small business banking services in addition to Commercial and institutional banking needs.

  • US Bank
    (858) 523-0215
    931 Lomas Santa Fe Drive, Solana Beach, CA, United States
    https://www.usbank.com/locations/

    Local Solana Beach branch inside Von's shopping center.

  • Wealth Alliance, LLC
    (858) 793-0513
    12526 High Bluff Drive, #300 San Diego, CA, USA
    http://www.wealthalli.com/

    Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.

    We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals.

    Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.

Solana Beach Business Directory

Mission Federal Credit Union
(858) 524-2850
953 Lomas Santa Fe Dr, Solana Beach, CA 92075, USA
Professional Accounting Services
(858) 259-5654
210 Plaza St, Solana Beach, CA 92075, USA
A.M. Golden CPA
(760) 634-3300
140 Marine View Ave, Solana Beach, CA, United States
Aaron Roth
(858) 354-6890
312 S Cedros Ave, Solana Beach, CA, United States
Atlas Nationwide Inc
(858) 259-8758
215 Highway 101, Solana Beach, CA, United States
American Portfolio Mortgage Group
(888) 878-3684
380 Stevens Avenue, Solana Beach, CA, United States
Cross Country Mortgage
(619) 723-7289
440 Stevens Avenue, Solana Beach, CA, United States
Exit 37
(760) 889-2354
440 Dell Court, Solana Beach, CA, United States
Synergy One Lending
(619) 794-1847
990 Highland Drive, Solana Beach, CA, United States
Aspiriant LLC
(415) 371-7800
201 Lomas Santa Fe Drive, Solana Beach, CA, United States
American Student Financial Group
(858) 794-2734
400 S Sierra Ave, Solana Beach, CA, United States
Americare Health and Retirement
(858) 792-0696
140 Lomas Santa Fe Drive, Solana Beach, CA, United States
Apex Performance Strategies
(858) 204-1608
215 S. Hwy 101, Suite 209, Solana Beach, CA 92075
Bank of America
(858) 793-4305
405 Hwy 101, Solana Beach, CA 92075
FIRST CHOICE BANK
(844) 423-7569
265 Santa Helena, Solana Beach, CA, United States
Willoughby Brian CPA
(858) 259-1523
740 Lomas Santa Fe Drive, Solana Beach, CA, United States
LANYON ADV SERVICES LLC
(858) 353-4106
930 Via Mil Cumbres, Solana Beach, CA, United States
STEELPOINT CAPITAL PARTNERS LP
(858) 764-8700
437 Highway 101, Solana Beach, CA, United States
HAMILTON BIOVENTURE SERVICES,
(858) 314-2350
990 Highland Drive, Solana Beach, CA, United States
Trident Mortgage Group Inc.
(888) 800-1444
674 Via De La Valle #209, Solana Beach, CA 92075
Caliber Advisors, Inc
(858) 792-8990
514 Via De La Valle, Solana Beach, CA, United States
California Mortgage
858-259-3000
603 Hwy 101, Solana Beach, CA, United States
Campbell Tersolo and Associates
(858) 481-8400
462 Stevens Avenue, Suite 103 Solana Beach, CA, United States
Capital Partners LLC
(858) 481-0024
155 Hwy 101, Solana Beach, CA, United States
Cardinal Accounting Services
(858) 395-7992
936 Valley Avenue, Solana Beach, CA, United States
Choice Services
(858) 922-1303
516 San Andres Drive, Solana Beach, CA, United States
Citibank
(858) 345-5267
740 Lomas Santa Fe Drive, Solana Beach, CA, United States
Coastal Pacific Mortgage
(858) 259-7100
251 La Barranca Drive, Solana Beach, CA, United States
SHERRY MESMAN
(858) 775-1368
118 Brookdale Place, Solana Beach, CA, United States
Equity AG Financial Inc.
(858) 724-0840
201 Lomas Santa Fe Dr, Solana Beach, CA 92075
Foley John K CPA
(858) 236-1911
1516 Santa Sabina Ct, Solana Beach, CA 92075
Chase Bank
(858) 755-0154
607 Lomas Santa Fe Dr, Solana Beach, CA 92075
Riley Michele
(858) 755-1455
777 Hwy 101 # 209, Solana Beach, CA 92075
Johnston & Associates
(303) 598-3626
109 Salamanca Ct, Solana Beach, CA, United States
D.M. Brenner & Associates
(858) 345-1001
380 Stevens Ave, Solana Beach, CA 92075
FirstPoint Partners LLC
(858) 436-7780
990 Highland Dr, Solana Beach, CA 92075
George Samuels & Associates
(858) 481-7868
215 S Highway 101 # 201, Solana Beach, CA 92075
Global Trading Partners
(858) 509-7544
152 N Cedros Ave, Solana Beach, CA 92075
Gurtin Municipal Bond Management
(858) 436-2200
440 Stevens Ave # 260, Solana Beach, CA 92075
H K Meggelin Accountancy Corporation
(858) 759-2855
119 N Acacia Ave, Solana Beach, CA 92075
Hansberger Global Investors
(858) 259-9616
312 S Cedros Ave # 230, Solana Beach, CA 92075
Hearthstone
(619) 794-5777
380 Stevens Ave # 314, Solana Beach, CA 92075
Aspiriant | San Diego
(858) 755-8899
201 Lomas Santa Fe Dr #360, Solana Beach, CA 92075
Pacific Sun Mortgage Co.
(858) 436-0414
990 Highland Dr #205, Solana Beach, CA 92075
Gregory A Block & Associates
(858) 755-8667
225 Plaza St #105, Solana Beach, CA 92075
Premium Funding Group
(858) 724-1750
645 N Rios Ave, Solana Beach, CA 92075
Ranch & Coast Mortgage Group, Inc.
(858) 436-7985
101 N Acacia Ave # 102, Solana Beach, CA 92075
Rushall Reital & Randall
(858) 755-5131
400 S Sierra Ave # 200, Solana Beach, CA 92075
First Nations Home Finance Corp | Craig Miller
(760) 519-2284
533 S Sierra Ave, #138 Solana Beach, CA, United States
https://www.fnhf.com/
SILVER FINANCIAL LLC
(858) 252-7075
243 North Highway 101, Solana Beach, CA, United States
TAIWAN TRADE FINANCIAL SERVICES N A
805 Valley Ave, Solana Beach, CA, United States
WELLS FARGO BANK N A
(858) 755-0221
245 Santa Helena Park Court, Solana Beach, CA, United States
EXPERT ACCOUNTING SERVICES
(858) 205-2263
115 Plaza Street, Solana Beach, CA, United States
CORNERSTONE ASSET ADVISORS INC
(760) 277-1471
617 San Mario Drive, Solana Beach, CA, USA