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 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'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
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
* Marketing Guidance and Strategic Planning
* Tax minimization Strategies
* QuickBooks Expert
Home loans for primary, secondary and investment properties throughout California.
Start to Finish, We Close Faster
Our expert team has one goal: to assist you in obtaining your loan, whether it be first-time home ownership, home improvement or refinancing.
We have deep knowledge of how to advance your loan through the various stages of the loan process, and work hard to ensure it runs smoothly and efficiently.
With more than 100 years experience, Hall Private Wealth is a boutique financial planning and wealth management firm, conveniently located on Stevens Avenue in Solana Beach. Our clients place their trust in us because we are committed to delivering simple, tax-efficient strategies and honest counsel through education. This provides our clients with the clarity necessary to confidently make financial decisions impacting their families and businesses. We believe well-informed clients are the most satisfied clients. Our simple “Report Card” reporting system helps clients understand what they own, where they stand, and make the best use of their available resources.
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.
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.
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 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.
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.
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.
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.
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.
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
Modern Woodmen exists to improve quality of life for our members and the communities where they live, work and play. We do this through financial guidance and social, educational and volunteer activities. I'm Anna Viettry and I help individuals, businesses and families plan for a secure financial future.
We provide expert financial guidance to help you grow your business profitably. Our part-time CFO services help busy business owners check financial management off their to-do lists, at a fraction of the cost of a full-time employee.
Momentum CFO provides accurate, timely, and meaningful financial guidance that empowers our clients to maximize profitability and achieve their financial goals. We bring the benefits of Fortune 500 financial expertise to small to mid-sized companies, without the expense of full-time staff. Let's give your business momentum!
After serving as trusted financial advisor to corporations for nearly two decades, Rosemary Linden founded Momentum CFO to provide best-in-class accounting, finance, and analytical expertise to small to mid-sized businesses.
Rosemary is a results-oriented leader who gained her financial management expertise at publicly and privately held companies spanning a variety of industries. She's led the Finance organizations of companies ranging in size from start-ups to multi-billion dollar global Fortune 500 enterprises. Rosemary began her career in the Strategy, Finance, and Economics Consulting practice of Arthur Andersen, one of the former "big five" accounting practices. She went on to hold management positions at well-known companies including Verizon, Quest Diagnostics, and WD-40 Company.
Rosemary earned an MSBA in Financial and Tax Planning from San Diego State University and a BA in Economics from the College of William & Mary in Williamsburg, VA.
9AM - 5PM Monday thru Friday
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 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.
Financial Planning & Wealth Management Services
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 offers Life Insurance, Annuities, Mutual Funds, Group Insurance, Retirement Services, Investment Management and other financial services to help solve today's financial challenges.
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.
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.
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.
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.
Investment Management of Brokerage and Retirement Accounts
One-on-One Investment Education and Coaching
Financial Analysis/Planning Before and During Divorce
Investment management for brokerage, trust, and retirement accounts for a fee based on percentage of assets under management. Specialties in stocks, ETFs, and conservative option strategies. Financial advice charged by the hour also available.
Financial analysis and support for individuals and couples contemplating divorce or already engaged in settlement negotiations. Hired as a financial neutral for a couple or a financial advocate for one spouse.
Online course for women:
Self-paced online course for separated and divorced women who want to develop awareness and skills to become financially savvy and independent. Ideal for women who are worried about the financial transition from married to single life.
Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 most influential financial advisors in the country.
As a wealth manager at Coastwise Capital Group, which has received the annual Five Star award for "Best in Client Satisfaction" for the past seven years, Ms. Itkin manages the investments of clients' brokerage, trust and retirement accounts. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process.
Ms. Itkin frequently appears as a guest expert on investing and personal finance on television, radio and podcasts. She has been quoted in numerous publications including the San Diego Union Tribune, Chicago Tribune, U.S. News and World Reports, and Forbes. She was also a contributing writer for AOL's Daily Finance.
Ms. Itkin is a national expert on women and investing and speaks at conferences and seminars throughout the country. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center and mentors women launching new businesses as a board member for Hera Labs' Business Accelerator. She earned her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.
Local Solana Beach branch providing personal, small business banking services in addition to Commercial and institutional banking needs.
Local Solana Beach branch inside Von's shopping center.