Community focused financial institutions in Carlsbad, California

Great Smiles Pediatric Dentistry & Orthodontics in Carlsbad, California, is a top-notch institution dedicated to providing exceptional dental care to families. With over 75 years of combined experience, our board-certified doctors are experts in their fields and stay up-to-date with the latest advancements in technology and research. Not only do we focus on delivering excellent results, but we also prioritize compassionate care and patient comfort. Our team of specialists includes former servicemen, philanthropists, community leaders, and Ivy League scholars who are committed to contributing to the overall well-being of our community. We believe that a healthy smile is essential for overall health and well-being, which is why we offer pediatric dentistry and orthodontic care to help children and adults achieve healthy, beautiful smiles.

Merrill Lynch Financial Advisor Damon Skinner, located at 1000 Aviara Parkway in Carlsbad, California, is a finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual needs and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Damon Skinner works closely with clients to develop a comprehensive financial plan that evolves with their changing circumstances. By focusing on what matters most to each client, Damon Skinner aims to provide premier customer service, financial tools, and solutions that address their unique financial concerns. With a commitment to community involvement and a deep understanding of behavioral finance, Merrill Lynch Financial Advisor Damon Skinner is dedicated to helping clients pursue their financial goals and aspirations, no matter how they may change over time.

Merrill Lynch Financial Advisor Todd A McGraw is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. They offer insights, observations, and ideas to help individuals pursue their financial goals. Their personalized wealth management strategies are designed to adapt to changing market conditions and provide access to investment insights from Merrill and banking solutions from Bank of America. With a focus on community involvement, Merrill Lynch Financial Advisor Todd A McGraw offers Merrill Personal Wealth Analysis™ to create personalized plans centered on individual goals. They believe in starting every relationship with a conversation to understand and prioritize the goals that matter most to each client.

Merrill Lynch Financial Advisor Donovan R. Filpi is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. As a Merrill advisor, Donovan provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on restoring faith in financial planning, Donovan aims to help clients navigate the volatile markets through a balance of risk management and portfolio allocation structure. With a background in psychology and business, Donovan has been in the financial services industry since 2005, joining Bank of America/Merrill in 2006. He is dedicated to providing a concierge-style wealth planning service, working closely with clients, attorneys, and tax advisors to address specific financial situations and estate planning issues.

Jurewitz Law Group | Injury & Accident Lawyers is a legal institution located at 5451 Avenida Encinas, Carlsbad, California, United States. Specializing in personal injury cases such as car accidents, truck accidents, medical malpractice, slip and fall incidents, and wrongful death, the experienced attorneys at Jurewitz Law Group are dedicated to helping victims receive the financial compensation they deserve. With a focus on community and client care, the lawyers at Jurewitz Law Group work tirelessly to ensure that their clients are informed and supported throughout the legal process. Whether you have been injured in a car accident, bitten by a dog, involved in a motorcycle crash, or affected by a truck accident, the skilled attorneys at Jurewitz Law Group have the knowledge and resources to fight for your rights and seek the justice you deserve. Contact Jurewitz Law Group for a free consultation and let them help you on the road to recovery.

Villa Loma Apartments is a community-focused institution located at 6421 Tobria Terrace in Carlsbad, California. As a part of BRIDGE, we are committed to strengthening communities through the development of high-quality affordable homes that meet the diverse needs of residents. With over 10,000 rental apartments under our professional property management services, we prioritize the long-term financial and physical health of our real estate properties. Our holistic placemaking initiatives and support programs aim to benefit both individuals and neighborhoods. Join us in our mission to build community in Northeast Portland and beyond. Recently, the Department of Commerce has invested $312.6 million in housing opportunities, highlighting the importance of affordable housing in today's market. Stay tuned for updates on the Affordable Housing Outlook and the challenges that 2024 may pose for our industry.

New York Life Insurance, located at 2921 Via Ipanema, Carlsbad, California, is an insurance agency that offers a variety of permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to individual needs and budgets, with the option to invest policy cash value in the market. The institution also offers assistance for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. Additionally, they provide insurance solutions for employees, executives, business owners, and small businesses. With over 12,000 agents nationwide, New York Life Insurance is committed to helping families protect their financial futures and prosper. They offer best-in-class products and solutions, and have a strong focus on diversity, responsibility, and community service. Through their philanthropic efforts, including charitable donations and volunteer hours, New York Life is dedicated to making the world a better place. With high financial strength ratings and a mission to support communities, New York Life Insurance is a trusted partner for all financial needs.

Pacific Western Bank, located at 2602 El Camino Real in Carlsbad, California, is a full-service financial institution specializing in banking and finance. Recently merged with Banc of California, N.A., we offer a wide range of services to support businesses at every stage of growth. From pre-seed to IPO, we provide tailored solutions such as insured cash sweep services, digital bookkeeping, automated payment options, and senior bridge financing. Our team understands the challenges businesses face and delivers fast credit decisions, including SBA 7(a) loans for property purchases. With terms up to 5 years and a focus on Southern and Central California, we are here to help businesses of all sizes reach their full potential. Our commitment to community reinvestment, diversity and inclusion, sustainability, and corporate governance is outlined in our 2022 Environmental Social Governance Report. Partner with us to take your business to the next level with personalized service and integrated solutions you won't find anywhere else.

Mission Fed Credit Union is a trusted financial institution located at 710 Carlsbad Village Drive in Carlsbad, California. As a credit union, we are dedicated to providing our members with exceptional banking services and personalized financial solutions. Whether you need access to our convenient ATMs, want to open a new account, or require assistance with financial planning, our team of experts is here to help. Join Mission Fed Credit Union today and experience the benefits of banking with a community-focused institution.

Davison Family Law, located at 2244 Faraday Avenue in Carlsbad, California, is a trusted institution specializing in family law matters. Serving not only Carlsbad, but also San Marcos, Vista, Oceanside, Encinitas, and Fallbrook, Davison Family Law understands the emotional challenges that come with divorce and family law cases. With 20 years of experience in California family law, Attorney Sara Davison provides clients with top-notch legal services, whether through negotiation or litigation. Communication is key at Davison Family Law, as they believe that your choice of attorney can greatly impact your experience with the legal process. Attorney Davison prioritizes one-on-one interaction with clients to ensure that their unique family dynamics, goals, and needs are understood and addressed. From child custody to domestic violence and paternity issues, Davison Family Law tailors legal plans of action to each individual case.

Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.

Plan Design Consultants is a leading architectural firm located at 3451 Via Montebello in Carlsbad, California. Our team of experienced professionals specializes in creating innovative and functional design solutions for a wide range of projects, including residential, commercial, and institutional buildings. With a focus on sustainability and efficiency, we strive to exceed our clients' expectations and deliver exceptional results. Whether you are looking to renovate an existing space or build a new structure from the ground up, Plan Design Consultants is dedicated to bringing your vision to life. Contact us today to learn more about our services and how we can help with your next project.

Aldrich CPAs Advisors is a renowned institution located at 1903 Wright Place in Carlsbad, California, United States. Specializing in accounting and finance, Aldrich has been serving the community since 1973. Led by Office Managing Partner Carl Pinkard, the Carlsbad location has been recognized for its philanthropy and environmental initiatives, including beach clean-ups. With a focus on helping local businesses navigate financial complexities, Aldrich also offers wealth management services for high-net-worth families and business owners. Whether you are in Carlsbad or throughout the Pacific Northwest, Aldrich is your trusted business advisor. Contact us for expert financial planning and consulting services to prepare for business transitions and achieve your personal financial goals.

Newman HOA CPA is a premier accounting and finance institution located at 2701 Loker Avenue West in Carlsbad, California, United States. Specializing in audit and tax services for community associations of all types and sizes, including mixed-use, high-rise, single-family, condominiums, and more, we are dedicated to providing reliable communication and on-time reporting to make your life easier. Our team of experienced professionals is 100% focused on the community association industry, ensuring that we have the expertise and knowledge to meet your specific needs. Our services include audit reports for the highest level of assurance, review reports for limited assurance, compilation reports, and agreed-upon procedures engagements. We also offer tax advice and compliance services tailored to the unique needs of community associations. Additionally, we provide educational resources for boards and managers to help navigate audits, tax returns, budgeting, and financial statements.