Industry financial planning in Encinitas, California

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Katie Beach Harlan - State Farm Insurance Agent is a reputable insurance agency located at 531 Encinitas Boulevard in Encinitas, California. The agency, led by second-generation State Farm Agent Katie Beach-Harlan, has been serving the community for over 10 years. Katie, a North County San Diego native, is dedicated to providing exceptional insurance and financial services to clients in Encinitas, Cardiff, Carlsbad, San Marcos, Rancho Santa Fe, and surrounding areas. The agency offers a variety of insurance services including car, truck, motorcycle, motorhome/RV, business auto, commercial auto, homeowners, condo, renters, and more. They also provide life insurance, banking services, health insurance, and relocation assistance. With a team of experienced professionals, Katie Beach-Harlan State Farm is committed to meeting the unique needs of each client and building lasting relationships with the community.

The Nick Witzmann Insurance Agency, located at 330 Encinitas Boulevard in Encinitas, California, is a full-service insurance agency dedicated to providing exceptional service to its clients. Specializing in business owner policies, the agency offers comprehensive coverage for all aspects of your operation, including building, liability, workers compensation, and auto insurance. With a commitment to excellence, the Witzmann Agency strives to ensure that each client receives the personalized attention and support they deserve. Contact them at (760) 487-2727 for more information or to schedule an appointment.

Vladan Trifunovic - State Farm Insurance Agent is a trusted insurance agency located at 250 South Pacific Street in San Marcos, California. With over 15 years of experience serving the state of California, including areas such as San Elijo, Carlsbad, La Costa, Vista, Encinitas, and beyond, we offer a wide range of insurance services including Auto Insurance, Home Insurance, Renter's Insurance, Business Insurance, ATV Insurance, Motorhome Insurance, Boat Insurance, Motorcycle Insurance, Life Insurance, and Financial Services. Our dedicated team, led by Vladan Trifunovic, has over three decades of experience in the insurance industry. We are committed to building long-term relationships with our clients and providing personalized service to meet their individual needs. Whether you are looking for insurance coverage in California or neighboring states like Nevada, Arizona, Oregon, Hawaii, and New York, we are here to help.

Diana Tracy - State Farm Insurance Agent is a well-established insurance agency located at 4403 Manchester Avenue in Encinitas, California. With over 40 years of experience in the industry, Diana Tracy is the most experienced State Farm Agent in the area. The agency prides itself on providing superior service to its customers, offering professional, courteous, and prompt assistance. The team of 6 professionals at Diana Tracy - State Farm Insurance Agent has a combined experience of over 75 years, ensuring that customers receive expert advice and support for all their insurance needs. In addition to offering auto, home, life, and small business insurance, the agency also provides valuable resources and tips for handling various insurance-related situations, such as dealing with flood damage to your car or driving on rural roads. The team is dedicated to helping customers prepare for and protect their future by providing quality products and remarkable service.

H&R Block is a reputable accounting and finance institution located at 258 North El Camino Real in Encinitas, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience the expertise and professionalism that sets us apart in the industry.

Stewart Duncan, Medicare Insurance Broker is a reputable health insurance agency located at 736 Arden Drive in Encinitas, California. Our dedicated team specializes in helping clients navigate the complexities of Medicare coverage to ensure they have the best options for their healthcare needs. With years of experience in the industry, we provide personalized service and expert guidance to help individuals make informed decisions about their insurance plans. Trust Stewart Duncan, Medicare Insurance Broker to provide you with the peace of mind and security that comes with reliable healthcare coverage.

Connect The Docs is a health institution located at 662 Encinitas Boulevard in Encinitas, California, United States. We offer a fully managed and secure infrastructure for your office, serving as your in-house strategic consultant to pilot growth. Our goal is to bring care back to healthcare by focusing on people, not just dollars and regulations. Based in Encinitas, California, Connect the Docs proudly serves physicians throughout North County San Diego. Our services and managed infrastructure help medical professionals succeed in a competitive marketplace. We offer a range of services including Information Technology, Practice Management, and MSN Network support.

Asesoria Integral & Services is a comprehensive institution located at 560 North Coast Highway 101 in Encinitas, California. We offer a wide range of services including accounting, finance, insurance, and travel agency services. Our dedicated team of professionals is committed to providing expert advice and guidance to help individuals and businesses navigate the complexities of these industries. Whether you need help with tax preparation, investment planning, insurance coverage, or travel arrangements, our institution is here to assist you every step of the way. Visit us today to experience our personalized and reliable services.

Health Savings Associates Insurance Services Inc is a finance, health, and insurance agency located at 687 South Coast Highway 101 in Encinitas, California, United States. Specializing in tailored plans for business and individual benefits, we help navigate the complex world of healthcare by delivering high-quality insurance and risk management services. Our team of experts can guide you through selecting an employee benefits package that suits your business needs, providing policy insights and industry knowledge along the way. With a focus on creative and cost-effective solutions, we are dedicated to providing exceptional client service and coverage protection for unexpected life events. Trust us to be your employee benefits partner, so you can focus on being an expert in your own business.

Lohman & Associates, Inc. is a finance institution located at 533 2nd Street in Encinitas, California, United States. Specializing in assisting companies of all stages, they understand the unique challenges that businesses face. With a focus on handling day-to-day accounting and finance activities, Lohman & Associates works as an extension of your team to allow you to prioritize building your business. Their dedication to providing personalized and professional financial services sets them apart in the industry.

Wedbush Securities, located at 100 Chesterfield Drive in Encinitas, California, is a finance institution that offers innovative investment products, investment banking, and fund services to help institutional and corporate clients diversify and grow. Specializing in global clearing and execution services across all asset classes, Wedbush Securities caters to broker dealers, trading firms, professional traders, and more. The institution's Form CRS Relationship Summary provides investors with essential information about their relationship with Wedbush Securities' investment professionals, including services offered, fees, conflicts of interest, and other relevant details. With Regulation Best Interest, Wedbush Securities aims to provide retail customers with full and fair disclosure about products and services, conflicts of interest, and associated risks, enabling them to make informed investment decisions aligned with their goals and needs.

Intelligent Directions Consulting is a leading consulting firm located at 1042 North El Camino Real in Encinitas, California. Our team of experts offers strategic guidance and innovative solutions to help businesses navigate complex challenges and achieve their goals. With a focus on intelligence-driven decision-making, we provide personalized consulting services tailored to each client's unique needs. Whether you are looking to optimize your operations, enhance your marketing strategies, or improve your overall business performance, Intelligent Directions Consulting is here to help you succeed. Contact us today to learn more about how we can support your business growth and development.

Gonzales & Company, Inc. is a reputable accounting and finance institution located at 162 South Rancho Santa Fe Road in Encinitas, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business owner, Gonzales & Company, Inc. is committed to helping you achieve your financial goals.

Craig Workinger CPA is a reputable accounting and finance institution located at 761 Garden View Court in Encinitas, California, United States. With years of experience in the industry, they offer a wide range of services such as tax preparation, financial planning, and business consulting. Their team of certified public accountants are dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need help with tax compliance or financial analysis, Craig Workinger CPA is committed to delivering top-notch solutions tailored to your specific needs. Visit their office today to discuss how they can assist you with your accounting and finance needs.

Frank Skinner CPA is a reputable accounting and finance institution located at 937 South Coast Highway 101 in Encinitas, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Frank Skinner CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.

Ortega Accountancy, APC is a full-service accounting firm located at 12526 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we offer a range of services including tax preparation, financial statement preparation, audits, and tax planning for individuals, businesses, and organizations exempt from income tax. Established in 2003 by Mario Ortega, our dedicated team is committed to making our clients' lives easier by providing clear communication, expertise in tax and audit services, and valuable insights for better business decisions. We adhere to industry standards such as Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (GAGAS), ensuring accurate and reliable financial reporting.