Investment funding in San Diego, CA
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Crown Street Funding
● OpenCrown Street Funding, located at 402 West Broadway, San Diego, California, is a finance institution specializing in unsecured personal loans. Unlike traditional loans that require collateral, personal loans from Crown Street can be used for a variety of purposes such as consolidating high-interest debt, covering unexpected expenses, or proactively investing in your future. With fast loan approval and no hidden fees, Crown Street Funding is dedicated to helping clients improve their financial health. Contact us today to see how we can assist you in navigating your financial situation and finding the best solution for your needs.
402 W Broadway Suite 400, San Diego, CA 92101, United States -
ViewRidge Funding
● OpenViewRidge Funding is a reputable finance institution located at 4719 Viewridge Avenue in San Diego, California. With a strong presence in the financial industry, ViewRidge Funding offers a wide range of financial services to meet the diverse needs of individuals and businesses. Whether you are looking for assistance with loans, investments, or financial planning, our experienced team of professionals is here to help. Trust ViewRidge Funding to provide you with expert advice and personalized solutions to help you achieve your financial goals.
4719 Viewridge Ave Suite 170, San Diego, CA 92123, United States -
San Diego Funding
● OpenSan Diego Funding is a leading finance institution located at 880 West Washington Street in San Diego, California. Since 1981, we have been the preferred lender in Southern California, offering a wide range of mortgage products and experienced loan officers dedicated to finding the best loan for your unique needs. Our team is committed to providing the best rates, terms, and costs to ensure your satisfaction and success. We serve the San Diego, Orange County, Riverside, and Coachella Valley communities, helping clients with buying a home or refinancing their current mortgage. As a direct lender, we have access to an extensive loan product portfolio, giving our clients the advantage in today's housing market.
880 W Washington St, San Diego, CA 92103, United States -
Parabolic Asset Management - San Diego Financial Advisor
● OpenParabolic Asset Management - San Diego Financial Advisor is a finance institution located at 7565 Charmant Drive in San Diego, California, United States. Led by CFA Charterholder Rainier Trinidad, the institution specializes in growing and protecting clients' wealth through unique asset allocation strategies. With 25 years of experience in traditional and hedge fund investment management, Parabolic Asset Management is committed to helping clients navigate market fluctuations and achieve their investment goals. As a Fee Only advisor held to the Fiduciary Standard, the institution prioritizes objectivity and low-cost solutions. In addition to investment services, Parabolic Asset Management offers financial planning to help clients plan for a successful retirement. Rainier Trinidad, a trusted financial advisor, has been recognized for his expertise and success in the investment industry. Clients can trust Parabolic Asset Management to guide them towards a secure financial future.
7565 Charmant Dr UNIT 502, San Diego, CA 92122, United States -
Pacific Funding International
● OpenPacific Funding International is a finance institution located at 8560 Siempre Viva Road, San Diego, California, United States. We specialize in providing funding solutions for clients who have strong management teams, solid business plans, and are willing to invest money in their projects. Our access to a wide range of Domestic and International Lending Sources allows us to find the best financing structure for each individual property and transaction. We take a personalized approach in finding the right lender for your project at the lowest cost possible. Our core principles are expertise, integrity, and responsive service. We are committed to providing creative financial solutions to help our clients achieve timely funding results. With over 50 years of experience in the lending industry, our team is dedicated to getting your project funded quickly with your cooperation and timely submission of required documents. Whether you are looking for business loans or project funding, we have investors available to review your project at no cost or obligation to you.
8560 Siempre Viva Rd, San Diego, CA 92154, United States -
John Hancock Mutual Funds
● OpenJohn Hancock Mutual Funds is a reputable finance and insurance agency located at 7841 Girard Avenue in San Diego, California, United States. With a strong reputation for providing quality mutual funds and financial services, John Hancock Mutual Funds is dedicated to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized advice and guidance to help clients make informed investment decisions. Whether you are looking to grow your wealth or protect your assets, John Hancock Mutual Funds is committed to providing top-notch financial solutions tailored to your individual needs.
7841 Girard Ave, La Jolla, CA 92037, United States -
Sanli Pastore & Hill
● OpenSanli Pastore & Hill is a finance institution located at 1990 South Bundy Drive in Los Angeles, California. Our team of experts has participated in hundreds of cases and provides unrivaled research for mission critical situations. We offer fact-based analyses for clear operational guidance, as well as industry-leading advice on critical transactions. Our services include expert financial opinions for shareholder disputes, company reorganizations, contentious divorces, business succession planning, and more. With offices in Los Angeles, Sacramento, San Diego, Chicago, Lagos, and Brussels, we are able to work on global and nationwide projects, as well as local matters in state and federal courts. Trust Sanli Pastore & Hill for expert financial opinions in high-stakes circumstances.
1990 S Bundy Dr #800, Los Angeles, CA 90025, United States -
Principal life insurance company
● OpenPrincipal Life Insurance Company, located at 9330 Sorrento South Driveway in San Diego, California, is an insurance agency dedicated to helping individuals protect what matters most. With a focus on providing financial security for the future, Principal Life Insurance offers a range of insurance products and services to help you safeguard your life, wages, and assets. As the presenting sponsor of prestigious sports awards such as the John R. Wooden Award and Legends of Coaching Award, Principal Life Insurance Company celebrates expertise, excellence, and equality in sports. Additionally, they offer resources and tools to help you achieve your financial goals, whether it's saving for retirement or education.
9330 Sorrento South Driveway, San Diego, CA 92121, United States -
Complete Lending
● OpenComplete Lending is a finance institution located at 12707 High Bluff Drive in San Diego, California. Specializing in offering loans to real estate investors, Complete Lending provides investment loans for all types of real estate projects. Whether you're looking for a loan for your next deal or seeking to lower your rate and increase cash flow, Complete Lending can help. From purchase loans for fix and flip projects to buy and hold investments, Complete Lending offers a range of financing options. The institution's Deals Delivered program helps investors find properties that make financial sense, providing the deal, the money, and the ground team needed for success. With properties available in various locations, from waterfront homes in New Port Richey to condos in St. Petersburg, Complete Lending offers a range of off-market opportunities for investors looking to maximize their returns. Whether you're looking to flip, rent, or owner finance, Complete Lending can help you secure the financing you need for your next real estate investment. Contact Complete Lending at 858-266-9288 to learn more about their services and start funding your next deal today.
12707 High Bluff Dr # 200, San Diego, CA 92130, United States -
Triton Capital
● OpenTriton Capital is a leading finance institution located at 1660 Hotel Circle North in the vibrant city of San Diego, California, United States. With a strong focus on providing innovative financial solutions to meet the diverse needs of its clients, Triton Capital is dedicated to helping businesses and individuals achieve their financial goals. Whether you are looking for investment opportunities, funding for a project, or strategic financial advice, the experienced team at Triton Capital is here to assist you every step of the way. Trust Triton Capital to be your partner in success.
1660 Hotel Cir N #215, San Diego, CA 92108, United States -
Pacific Shore Capital
● OpenPacific Shore Capital is a premier institution specializing in accounting and finance, located at 5920 Friars Road in San Diego, California, United States. With a focus on individualized real estate lending, Pacific Shore Capital offers expertise in guiding clients to make the best investment decisions for their specific situations. With over $1 billion in loans funded and a combined 3 decades of experience, our small but expert team is dedicated to providing fast and efficient financing solutions for commercial and multifamily real estate investments. Our team at Pacific Shore Capital is committed to building lasting relationships with our clients, advocating for their long-term goals, and providing tailored financing solutions to meet their specific needs. Whether you are looking for adjustable or fixed rate financing, private money financing, construction loans, or guidance on multifamily investing, our team led by Krystle Moore and Mitch Pringer is here to help. With our industry-recognized integrity, creativity, and client advocacy, Pacific Shore Capital is the go-to institution for all your real estate financing needs.
5920 Friars Rd Suite 101, San Diego, CA 92108, United States -
Copperstone Partners
● OpenCopperstone Partners is a prestigious financial institution located at 12625 High Bluff Drive in San Diego, California, United States. With a strong focus on providing personalized financial solutions for their clients, Copperstone Partners is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Copperstone Partners today to see how they can help you navigate the complexities of the financial world.
12625 High Bluff Dr, San Diego, CA 92130, United States -
Cabrillo Credit Union
● OpenCabrillo Credit Union is a trusted financial institution located at 880 Front Street in San Diego, California. As a member-owned credit union, we provide a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to excellent customer service and competitive rates, Cabrillo Credit Union is dedicated to helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your finances effectively.
880 Front St #2295, San Diego, CA 92101, United States -
TaliMar Financial
● OpenTaliMar Financial is a finance institution located at 16880 West Bernardo Drive in San Diego, California. Specializing in hard money lending, TaliMar offers flexible solutions at low rates and high LTV's. With a focus on real estate investments, TaliMar works quickly to structure loans that fit specific scenarios, often closing within 5 to 7 business days. The Preferred Borrower Account Program provides real estate investors with advantages such as a Letter of Credit, Proof of Funds Letters, and expedited closings. As a direct lender, TaliMar has been funding California hard money loans since 2008 through their mortgage fund, TaliMar Income Fund I. With a reputation for extraordinary service and creative financing options, TaliMar Financial is a top choice for investors in need of hard money loans. Contact TaliMar Financial today to learn more and see how they can help you achieve your real estate investment goals.
16880 W Bernardo Dr Suite #140, San Diego, CA 92127, United States -
Prime Capital Source
● OpenPrime Capital Source is a reputable finance institution located at 8334 Clairemont Mesa Boulevard in San Diego, California. With a strong focus on providing financial solutions to individuals and businesses, Prime Capital Source offers a wide range of services including loans, investment advice, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to fund a new project, expand your business, or plan for retirement, Prime Capital Source is committed to providing personalized and reliable financial solutions to meet your needs.
8334 Clairemont Mesa Blvd, San Diego, CA 92111, United States -
Wilshire Quinn Capital, Inc.
● OpenWilshire Quinn Capital, Inc. is a finance institution located at 2550 Fifth Avenue in San Diego, California, United States. Specializing in commercial and residential real estate, Wilshire Quinn is a direct portfolio lender that provides rapid funding for borrowers who cannot wait for traditional banks. Since 2004, Wilshire Quinn has been a leader in the capital markets, offering bridge loans secured by real estate in California and nationwide. With a focus on disciplined underwriting and in-house loan origination, Wilshire Quinn has become a premier bridge lender in California. The institution works with a diverse range of borrowers, from corporations to individuals, providing quick answers and fast closings. With offices in San Diego, Los Angeles, and San Francisco, Wilshire Quinn finances real estate investments nationwide, offering bridge loans ranging from $500,000 to $20,000,000. Whether you are seeking a refinance, purchase, rehab, or partnership buyout loan, Wilshire Quinn's efficient underwriting process can help you secure financing in as little as five to seven days.
2550 Fifth Ave #1070, San Diego, CA 92103, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a well-known financial institution located at 3535 Del Mar Heights Road in San Diego, California. Offering a range of banking services, including checking and savings accounts, loans, and investment options, Bank of America is a trusted choice for individuals and businesses alike. With the convenience of a drive-thru ATM, customers can easily access their funds and complete transactions without leaving the comfort of their vehicle. Whether you need to deposit a check, withdraw cash, or simply check your account balance, Bank of America provides efficient and reliable service to meet your financial needs.
3535 Del Mar Heights Rd, San Diego, CA 92130, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a renowned financial institution located at 9290 Mira Mesa Boulevard in San Diego, California. Offering a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options, Bank of America is committed to providing top-notch customer service and innovative financial solutions. With the convenience of a drive-thru ATM available at this location, customers can easily access their funds and conduct transactions on the go. Visit Bank of America at 9290 Mira Mesa Boulevard for all your banking needs.
9290 Mira Mesa Blvd, San Diego, CA 92126, United States -
LOKK Legal
● OpenLOKK Legal, located at 501 West Broadway in San Diego, California, is a trusted institution specializing in business and real estate law. With a focus on proper legal planning and preparation, LOKK Legal helps small businesses prevent legal expenses, exposure, and headaches while fostering growth. Their experienced attorneys offer services such as business formation, purchase agreements, funding agreements, and more. Whether you are starting a business with partners or investors, LOKK Legal can assist with drafting operating agreements and bylaws to govern your business effectively. With a commitment to protecting investments from legal liability, LOKK Legal believes that small businesses and individual entrepreneurs are the backbone of the US economy and deserve quality legal representation. Led by Koorosh Khashayar Esq., a skilled San Diego Business and Real Estate Attorney, LOKK Legal is dedicated to serving the legal needs of businesses and individuals in the community.
501 W Broadway Suite 800, San Diego, CA 92101, United States -
@VirtualCounsel
● Open@VirtualCounsel is a unique institution located in San Diego, California, offering unlimited access to a dedicated legal team for startups. With a focus on leveraging technology and predictable fees, we provide strategic legal counsel to help new businesses navigate the complex legal landscape. Our team is well-versed in the legal requirements of startups and can assist with various aspects such as fundraising, business succession plans, and acquisition strategies. We have successfully partnered with a range of clients, including Superluminal Systems, NxTSTOP, Vessel, and Covalent, providing fractional General Counsel services and assisting with a variety of legal matters. Our personalized approach and commitment to client communication have earned us praise from entrepreneurs like Alex, James, Kim, and Michael, who have found our services to be efficient, cost-effective, and invaluable to their business growth.
4660 La Jolla Village Dr ste 100, San Diego, CA 92122, United States -
Mark Upchurch - State Farm Insurance Agent
● OpenMark Upchurch - State Farm Insurance Agent is an insurance agency located at 10845 Rancho Bernardo Road in San Diego, California. They specialize in helping customers save money by customizing coverage plans to protect their family, belongings, and finances. With options for safe driving rewards, bundling, and discounts, Mark Upchurch can create a solution that fits your needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, or even life insurance, Mark Upchurch can help you find the right coverage. They offer a variety of options to ensure that your most important assets are protected in case of unexpected events.
10845 Rancho Bernardo Rd Suite 102, San Diego, CA 92127, United States -
Life Settlement Solutions
● OpenLife Settlement Solutions is a reputable insurance agency located at 4747 Viewridge Avenue in San Diego, California. Specializing in life settlements, this institution provides expert advice and solutions for individuals looking to sell their life insurance policies for a lump sum cash payment. With a team of experienced professionals, Life Settlement Solutions offers personalized services to help clients navigate the complex process of selling their life insurance policies. Trustworthy and reliable, this agency is committed to ensuring the best possible outcome for their clients.
4747 Viewridge Ave # 108, San Diego, CA 92123, United States -
Thompson & Associates
● OpenThompson & Associates is a finance institution located at 13520 Evening Creek Drive North, San Diego, California, United States. They offer a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of wealth management, investment strategies, retirement planning, estate planning, and more. Thompson & Associates is committed to providing expert financial advice and services to individuals and businesses.
13520 Evening Creek Dr N #110, San Diego, CA 92128, United States -
Capital Growth Inc. Wealth Management
● OpenCapital Growth Inc. Wealth Management is a trusted institution located at 12680 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we believe in helping individuals feel confident and secure in their financial situations. Our team works with you to create a customized financial plan that fits your needs and motivations, preparing you for a secure future. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term. Our goal is to help you achieve financial independence and meet your long-term financial goals. We also provide retirement funding and planning services to ensure a sustainable and secure retirement.
12680 High Bluff Dr, San Diego, CA 92130, United States -
Merrill Lynch Financial Advisor Christopher R. Bostick
● OpenMerrill Lynch Financial Advisor Christopher R. Bostick is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. Managing your wealth starts with a thorough understanding of your financial situation. Christopher R. Bostick can help create a flexible strategy tailored to your needs in today's ever-changing market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Christopher R. Bostick is dedicated to understanding your priorities and designing a personalized plan to help you achieve your goals. Through the Merrill Personal Wealth Analysis™, a customized financial approach can be developed centered on your aspirations. By participating in the community and volunteering with local organizations, Christopher R. Bostick upholds the Merrill tradition of serving the communities they work in.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning
● OpenWilliam Kim, Tax & Financial Group (TFG) is a financial institution located at 5075 Shoreham Place in San Diego, California. As a Financial Advisor specializing in Financial Planning, William Kim aims to help individuals, families, and business owners build and protect their wealth with confidence and knowledge. With a background in finance and 10 years of experience at top firms like JPMorgan Chase and Morgan Stanley, William is dedicated to guiding clients towards their financial goals and providing a sense of security in their financial future. Services offered by William Kim include Retirement Planning, Risk Management, College Funding, and Comprehensive Financial Planning for both personal and business needs. As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, William has access to a team of CPAs, attorneys, and CFA investment partners at TFG to provide comprehensive financial solutions for his clients.
5075 Shoreham Pl #280, San Diego, CA 92122, United States -
Sustainable Financial Planning
● OpenSustainable Financial Planning is a finance institution located at 6265 Greenwich Drive in San Diego, California, United States. Our mission is to provide individuals and businesses with comprehensive financial planning services that prioritize sustainability and ethical investing. Our team of experienced financial advisors works closely with clients to develop personalized strategies that align with their values and long-term goals. We are committed to promoting responsible financial practices that support environmental and social well-being, ensuring a secure and prosperous future for generations to come.
6265 Greenwich Dr STE 100, San Diego, CA 92122, United States -
UBS International
● OpenUBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
600 W Broadway # 2800, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor John (Jack) Peluso
● OpenMerrill Lynch Financial Advisor John (Jack) Peluso is a trusted finance institution located at 12830 El Camino Real, San Diego, California, United States. With a focus on personalized wealth management strategies, John Peluso works closely with clients to understand their financial goals and priorities. By utilizing the investment insights of Merrill and the banking solutions of Bank of America, he helps clients create flexible strategies tailored to their needs. With a commitment to community involvement and a deep understanding of behavioral finance, John Peluso offers the Merrill Personal Wealth Analysis™ to develop personalized plans centered on individual goals. As life changes, he helps clients adjust their financial approach to reflect new priorities and market conditions. By providing thoughtful advice and guidance, John Peluso assists clients in achieving their aspirations, whether it's planning for retirement, funding education, or passing wealth to future generations.
12830 El Camino Real, San Diego, CA 92130, United States -
Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIvan A Schleder is a financial advisor at Ameriprise Financial Services, LLC located at 8880 Rio San Diego Drive, San Diego, California, United States. Ivan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ivan specializes in wealth management, retirement planning, estate planning, investment strategies, and insurance products, offering comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Ivan is dedicated to providing expert advice and personalized financial solutions to help clients achieve their financial goals.
8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108, United States
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