CAPITAL INSIGHT (CI) is a nationally prominent middle-market investment bank focused on providing a full range of financial advisory services to companies in industries with an investment concentration in multi-unit retail concepts, real estate, and other esoteric asset classes.
OUR MISSION & VISION
"To utilize unrivaled resources and innovation to serve as the advocate for the creation, preservation and diversification of financial capital for our clients"
Insight & Ideas
Unique and innovative thought will always be the beginning of a successful engagement
We combine our experience, intellect and creativity to collaboratively discover the answer to produce the best results
We have quicker access to higher-level decision makers in the capital markets. We advocate for you
We deliver results designed precisely for you, results that ensure the success of your unique vision
Eric B. Fuller, Inc., an independent insurance agency, is committed to the principles of service, integrity, and professionalism with a goal to find insurance solutions that fit your needs and budget for your family and business.
We opened our doors in 2002 and are a family owned, small business. Our primary focus is to help individuals and small businesses protect and preserve their assets through adequate insurance coverage for their needs. Being 5th generation San Diegans, we have experienced much change. We strive to maintain “old school” business relationships and vision while understanding we must also evolve and adapt to find solutions that meet today’s challenges. We provide our clients with realistic options, so they have the means necessary to make educated insurance decisions for their family and business.
What sets us apart from other insurance brokers? The advantage of working with us becomes clear early on.
• We are an independent broker therefore we can quote you multiple carriers which allows for more competitive options on cost and coverage. We know one size does not fit all so we are not locked into only one retail carrier to meet your needs.
• We are a small agency and offer the “white glove” service to all our clients. Building a strong working relationship is very important to us and you can trust we will give you the attention and time you deserve.
• We team up with other established professionals in the insurance industry and in doing that it enables you to have access and support needed to properly service plans and policies.
• We are adaptable to your schedule and can be available at a time and method of communication that suits you. Whether it is in person, email, text or phone we respond in a timely manner because we know how valuable your time is and we won’t waste it.
Lines of Business & Opportunities
Property & Casualty
• Commercial and Personal lines such as home, auto, umbrella, renters, liability
• Hard to place risks, homes in the fire line
Life & Health
• Individual and Small Group Medical, Dental & Vision
• Life Insurance
• Medicare Supplemental, Accident
• Covered California
• New & Experienced Agent Training, Licensing and Contracts
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. By applying our service team approach to client needs, we identify a course of action needed for financial, tax and life management success – our clients’ successes are our successes. Whether you are an entrepreneur with start-up issues, a professional athlete with multi-state tax returns to file, or a high net worth individual with wealth management concerns, we can select a team from our qualified staff to develop solutions for financial success and independence. With expertise in financial planning, estate and trust taxation, business entity taxation, multi-state taxation and complex individual taxation issues, our vision is to offer a complete service tailored to each client’s unique needs and goals. Every client receives the personal attention of a seasoned advisor who acts as the quarterback for the financial team and is dedicated to offering highly individualized and creative solutions. For a description of services provided by the team, please refer to the Services section.
In 1981, the company formed the Professional Athlete Services to address the unique tax and financial issues of professional athletes. By providing services that include residence analysis, contract negotiation support and multi-state taxation, this division now represents more than 100 athletes, former athletes and coaches in baseball, football, basketball and volleyball team sports. Additionally, the Professional Athlete Services provides litigation support and consulting services on multi-state and residence issues for professional athletes.
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.
You’ve probably had an account at a bank, but have you tried a Credit Union?
Mission Federal Credit Union is waiting for you. We’ve had a branch located in Solana Beach since 1987, nestled along San Diego’s northern coast. Near I-5 in the Lomas Santa Fe Plaza Shopping Center, our location is a convenient stop while you’re running errands at Home Goods or Vons.
If you’re looking for a great deal on Auto Loans and Home Loans in Solana Beach, or simply need a Checking or Savings Account, our Mission Federal Credit Union Solana Beach branch offers a variety of services for you to choose from. If you are not from the Solana Beach area, you can still visit one of our other branch locations throughout San Diego county.
If you’re in the Solana Beach area, stop by and meet our service-oriented employees who are waiting to help you achieve your financial goals. You’ll enjoy taking advantage of our line of financial services and products, as well as the walk-up fee-free CO-OP ATM outside the branch, giving you 24/7 access to your accounts. If you need an Easy Checking Account, free with eStatements, Savings Account, Retirement Account, Auto Loan, Credit Card, Home Loan or another financial service, visit Mission Federal Credit Union’s Solana Beach Branch. Our staff looks forward to assisting you in any way we can.
We’re open Monday-Thursday 9am-5pm, Friday 9am-6pm and Saturday 9am-4pm. See you soon!
Understanding Today's Financial Environment
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Welcome to the San Diego County Credit Union Solana Beach Branch location. Visit SDCCU for Free Checking with eStatements, savings accounts, auto loans, home loan mortgages and more!
San Diego County Credit Union is San Diego's largest locally-owned financial institution. With over $9.5 billion in assets, SDCCU is a not-for-profit credit union wholly owned and operated by its members. Unlike most other financial institutions, like big banks, SDCCU does not issue stock or pay dividends to outside stockholders. Instead, earnings are returned to members in the form of lower loan rates, higher dividends on deposits or lower fees.
Originally chartered in 1938 as San Diego County Employees Credit Union, SDCCU was formed to provide for the financial needs of local county government employees. During the 1970s, SDCCU expanded its membership to include all San Diegans and today, is open to everyone living or working throughout Southern California: Imperial, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara or Ventura counties. Those outside of the area can open an account by joining the Financial Fitness Association.
SDCCU serves over 424,000 members and continues to thrive as one of San Diego's premier financial institutions. With 44 branch locations in San Diego, Riverside and Orange County, SDCCU is conveniently located in our communities serving consumers through superior product and service offerings. SDCCU is proud to have been voted BEST Credit Union 21 years straight as determined by the San Diego Union-Tribune Readers Poll. SDCCU has also been voted BEST Mortgage Home Loan Lender, BEST Financial Planner, BEST Auto Loan Provider and BEST Place to Work multiple times.
Additionally, SDCCU is a proud community leader. SDCCU and our community crew, Team SDCCU, support many different non-profit organizations, including the CHOC Children’s Hospital, Rady Children’s Hospital, San Diego Blood Bank, San Diego Humane Society and many more. At the local level, branches also support community charitable organizations and events through sponsorships, volunteerism and activism. At SDCCU, we Feel The Teal!™
Experience the difference. It's your hometown. It's ours too.
OUR DEDICATION INSURES YOUR SUCCESS!
FULL SERVICE AGENCY
We treat you the way we want to be treated – with personal attention!
Educating your team and resolving their benefit plan issues, providing claims and benefit utilization reports to management.
EMPLOYEE BENEFIT CONSULTING
We work with you to formulate a custom best in class benefits package specific to your team’s needs.
RISK AND USAGE ANALYSIS
We assist in customizing your self-funded benefits based on actual claims data.
MEET SARA FREUND
I am a proud Second Generation State Farm Agent Representing State Farm since 2012. Together my family has over 150 years combined experience with State Farm. My office focuses on helping families with Relocations to San Diego, Buying New Home- Homeowners Insurance, Buying a New Car - Auto Insurance. We are members of the Solana Beach Chamber of Commerce since 2017.
We help local business owners make great decisions about their General Liability Insurance and Workers Compensation Insurance. Our office loves to participate in community events and giving back to the community. We spend time supporting the Junior League of San Diego and coaching with San Diego Girls on the Run. Away from the office, you'll find me enjoying our coastal hiking trails, listening to live local music at the Belly Up or at one of the many amazing dog beaches with my dogs. We provide Good Neighbor Customer Service 24/7.
Call us for Home Insurance in Solana Beach, Cardiff By The Sea and Carmel Valley. We focus on Life Insurance , Health Insurance, Business Insurance.
Technically, we're mortgage specialists, but we make amazing stuff possible!
Purchasing a home should be exciting and joyful, not scary and confusing. That's where the team comes in. Call us dream makers, call us loan officers, call us when you're in a panic, we're here to help fulfill your dream of homeownership and keep you smiling the whole way.
What makes us different?
We are fiercely committed to relentlessly defending, protecting, and rewarding our members with the industry’s most aggressive claims defense, unrivaled protection, and innovative rewards.
More than half of our Board of Governors are physicians or surgeons, ensuring that our members’ best interests are protected and pursued.
Experienced & Professional Team
Bob is president of The Doctors Insurance Agency. He and his team pride themselves in providing impeccable service to their clients, and they work closely with clients to resolve their professional liability concerns.
Bob has been designated as a Chairman’s Circle Agent since the inception of the award in 2007 and is also actively involved with the medical community. He currently serves on the Board of Directors of the San Diego County Medical Society’s Foundation.
Bob earned a BS in economics from Middlebury College and an MBA from Northeastern University. His background in business and economics and his CPA credentials give him unique insight into physicians’ financial needs.
Get Personalized Banking at Our Del Mar Branch
Bank local with us and find a variety of U.S. Bank products and services designed to help you achieve. Enjoy checking and savings accounts, credit cards, merchant services, investment management, mortgage calculators, home loans and more. Our team is ready to help you every step of your financial way. Visit us at the branch, or browse this page to learn more.
Wedbush is dedicated to securing your interests, strengthening your vision, and helping clients achieve financial success while focusing on client service and financial safety, innovation, and the utilization of advanced technology. Learn more about Wedbush by exploring some of the building blocks that define who we are.
When it comes to business continuity and financial stability, Wedbush is safe and secure. We’ve been around since 1955, and we just keep getting stronger. With memberships on all major stock exchanges in the United States including the New York Stock Exchange (NYSE), NASDAQ, NYSE ARCA, and BATS, Wedbush also has the capability to execute on most international exchanges.
Elevate the resident experience
Zego™️ (Powered by PayLease) helps operators modernize the resident experience to boost retention and improve efficiency. With our industry-leading mobile resident experience management platform, residents enhance their day-to-day living and on-site staff manages their daily tasks within a single, user-friendly app.
Driving engagement & efficiency across your communities
Take the friction out of your most critical resident touchpoints and automate the dreaded tasks that consume community managers. Zego™️ transforms the outdated, manual processes of property management into modernized workflows. From payments and utilities, to communications and smart devices, Zego™️ delivers portfolio-wide efficiency, higher NOI, and more engaged residents.
Modern & intuitive user experience
World-class service & support