Personal finance in Encinitas, CA
56 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
California Coast Credit Union Encinitas Branch
● ClosedCalifornia Coast Credit Union Encinitas Branch is a full-service institution located at 429 Santa Fe Drive in Encinitas, California. As a trusted financial institution, we offer a range of services including ATM access, banking, and finance options. Use our free mortgage calculator to estimate your rate and monthly payments, and take advantage of our exclusive member discount. Our payroll and payment processing services can help you grow sales, reduce costs, and minimize risk. Located just west of the 5 freeway, our Encinitas Branch is here to assist with opening new accounts, applying for loans, and more. Deposit cash or checks at our 24-hour walk-up ATM, and enjoy free cashier's checks with a valid ID. Contact us with any questions or comments, either through messaging, phone, or in-person at our branch. We are here to support all your financial needs.
429 Santa Fe Dr, Encinitas, CA 92024, United States -
Encinitas Tax & Financial Group
● ClosedEncinitas Tax & Financial Group is a trusted accounting and finance institution located in Carlsbad, California. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, our knowledgeable staff is here to assist you every step of the way. Visit us at 1921 Palomar Oaks Way for all your financial needs.
1921 Palomar Oaks Way # 100, Carlsbad, CA 92008, United States -
Glee Dentistry: Gelareh Asadi DDS MS
● ClosedGlee Dentistry: Gelareh Asadi DDS MS is a trusted dentist located at 285 North El Camino Real, Encinitas, California, United States. With over 10 years of experience, Glee Dentistry offers a wide range of dental services, from cosmetic dentistry to dental implants and restorative surgeries. The institution is dedicated to providing the most natural-looking dental cosmetic services for you and your family, including veneers, dental crowns, teeth whitening, and more. Dr. Gelareh Asadi, with over twenty years of experience in Cosmetic Dental Surgery, leads the industry in the latest technological developments and techniques. The institution takes pride in offering conservative and biomimetic dental treatments, and strives to restore and enhance the natural beauty of your smile. Glee Dentistry believes in treating every patient like family, taking the time to listen to concerns and discuss personalized treatment options. With interest-free payment plans and financing options available, Glee Dentistry aims to make affordable dental treatments accessible to all patients. Let Glee Dentistry take care of you and your smile forever.
285 N El Camino Real #112, Encinitas, CA 92024, United States -
Enrich Financial Wellness
● ClosedEnrich Financial Wellness, located at 2163 Newcastle Avenue, Encinitas, California, is dedicated to making financial freedom possible for the people you work with. Our bespoke financial wellness programs are tailored to your users' needs, focusing on benefits/services adoption, DEI, stress reduction, productivity, data collection, and insights. With over 100 configurations available on our platform, we guarantee a program that meets your employees' or customers' needs. Our unique approach combines psychology, gamification, and program customization to generate wider adoption and ongoing engagement. Trusted by over 12,500 organizations, including employers, financial institutions, and government agencies, Enrich provides financial programs that lower stress and increase employee wellbeing. State and local governments also rely on us to deliver financial wellness programs that their employees trust and use. Through careful analysis of the latest trends and strategies in financial wellness, we strive to educate people on retirement, healthcare, and personal finance.
2163 Newcastle Ave #100, Cardiff, CA 92007, United States -
Pianin Team at Guaranteed Rate (NMLS #304014)
● ClosedThe Pianin Team at Guaranteed Rate (NMLS #304014) is a finance institution located at 617 Saxony Place, Encinitas, California, United States. Our team is dedicated to providing you with the right advice to help you find the perfect mortgage for your needs. Whether you are looking to purchase your dream home or overcome the obstacle of a down payment, we have the competitive edge to make it happen. We offer a variety of loan options, including VA loans, FHA loans, and USDA loans with down payment requirements as low as 0-10%. For military service members and their families, we provide opportunities to build equity at a lower cost than typical homebuyers. Self-employed borrowers can benefit from our Bank Statement Loan program, which allows you to seek a home loan without traditional documentation.
617 Saxony Pl #101, Encinitas, CA 92024, United States -
Hougard Loans, Bayshore Home Loans
● OpenHougard Loans, Bayshore Home Loans is a reputable finance institution located at 700 2nd Street in Encinitas, California, United States. Specializing in providing loans for home purchases and refinancing, Hougard Loans offers personalized and professional services to help individuals secure the financing they need. With a team of experienced loan officers and a commitment to customer satisfaction, Hougard Loans, Bayshore Home Loans is a trusted partner for all your home financing needs.
700 2nd St Suite E, Encinitas, CA 92024, United States -
Jennifer Gouslin at Guaranteed Rate (NMLS #232169)
● ClosedJennifer Gouslin at Guaranteed Rate (NMLS #232169) is a finance institution located at 617 Saxony Place, Encinitas, California, United States. They provide the right advice to help you find the perfect mortgage for your needs, offering fast approvals with options as little as 3% down. They help overcome the obstacle of a down payment with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements. Military service members and their families can build equity through real estate at a lower cost. Self-employed individuals can benefit from the Bank Statement Loan program, which allows them to seek a home loan without tax returns, W2s, or pay stubs. The Lock 'N' Roll program allows borrowers to lock in a mortgage rate for 60, 75, or 90 days without a signed contract. The Same-Day program offers loan approval in one day with options as little as 3% down. Physician home loans and Foreign National loans are also available. The institution is committed to the overall well-being of their clients, offering a convenient app for a seamless experience.
617 Saxony Pl #101, Encinitas, CA 92024, United States -
Dave Pennington at CrossCountry Mortgage | NMLS# 304758
● ClosedDave Pennington at CrossCountry Mortgage is a finance institution located at 322 Encinitas Boulevard in Encinitas, California, United States. With NMLS# 304758, Dave Pennington offers expert mortgage services to help clients navigate the complex world of home financing. Whether you are a first-time homebuyer or looking to refinance, Dave Pennington is dedicated to providing personalized solutions to meet your financial needs. Trust in Dave Pennington at CrossCountry Mortgage for all your mortgage needs.
322 Encinitas Blvd #170, Encinitas, CA 92024, United States -
IFC Mortgage
● ClosedIFC Mortgage is a finance institution located at 326 Encinitas Boulevard in Encinitas, California, United States. We specialize in providing mortgage services to individuals and families looking to purchase or refinance a home. Our team of experienced professionals is dedicated to helping clients navigate the complex world of mortgages and find the best loan options to suit their needs. Whether you are a first-time homebuyer or a seasoned investor, IFC Mortgage is committed to providing personalized and efficient service to help you achieve your homeownership goals.
326 Encinitas Blvd Suite 200, Encinitas, CA 92024, United States -
Moose Mau
● ClosedMoose Mau is a trusted finance institution located at 144 West D Street in Encinitas, California, United States. With a reputation for excellence and personalized service, Moose Mau offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the knowledgeable team at Moose Mau is here to help you achieve your financial goals. Visit us today and experience the difference Moose Mau can make in your financial future.
144 W D St Suite 115, Encinitas, CA 92024, United States -
Chase Bank
● ClosedChase Bank, located at 105 North El Camino Real in Encinitas, California, is a full-service financial institution offering a range of banking and financial services. Whether you are looking to manage your personal finances or grow your business, Chase Bank has a team of professionals ready to assist you. From improving cash flow to providing credit solutions and managing payroll, Chase Bank is dedicated to helping you achieve your financial goals. In addition to traditional banking services, Chase Bank also offers online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. With a focus on customer service and innovation, Chase Bank strives to provide convenient and efficient financial solutions for all its customers.
105 N El Camino Real, Encinitas, CA 92024, United States -
Summit College Funding, Inc.
● OpenSummit College Funding, Inc. is a finance and insurance agency located at 332 Encinitas Boulevard in Encinitas, California. Specializing in college funding solutions, they provide expert advice and assistance to families navigating the complex world of financing higher education. With a commitment to helping students achieve their academic goals without breaking the bank, Summit College Funding, Inc. offers personalized financial strategies tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to making the college funding process as smooth and stress-free as possible.
332 Encinitas Blvd, Encinitas, CA 92024, United States -
Norman Shaw & Associates
● OpenNorman Shaw & Associates is a reputable institution located at 1012 2nd Street in Encinitas, California. With a focus on providing top-notch services in the fields of finance, accounting, and business consulting, Norman Shaw & Associates is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, investment advice, or strategic business guidance, Norman Shaw & Associates is committed to delivering exceptional results with integrity and expertise.
1012 2nd St #110, Encinitas, CA 92024, United States -
Stout Capital Management LLC
● OpenStout Capital Management LLC is a finance institution located at 721 North Vulcan Avenue in Encinitas, California, United States. Specializing in investment management and financial planning services, Stout Capital Management LLC is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to transparency, integrity, and client satisfaction, the team at Stout Capital Management LLC is trusted by individuals and businesses alike to provide sound financial advice and superior investment solutions.
721 N Vulcan Ave # 206, Encinitas, CA 92024, United States -
Lohman & Associates, Inc.
● OpenLohman & 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.
533 2nd St, Encinitas, CA 92024, United States -
Lifetime Financial Advisors, Inc.
● ClosedLifetime Financial Advisors, Inc. is a reputable finance institution located at 2210 Encinitas Boulevard in Encinitas, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to provide guidance and support every step of the way. Trust Lifetime Financial Advisors, Inc. to secure your financial future.
2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, United States -
Cardiff Reef Wealth Management
● OpenCardiff Reef Wealth Management is a leading financial institution located at 224 Birmingham Drive in Encinitas, California. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cardiff Reef Wealth Management offers personalized solutions tailored to meet your individual needs. Trust us to provide expert guidance and strategic advice to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
224 Birmingham Dr #1A3, Cardiff, CA 92007, United States -
Solomon Wealth Management
● ClosedSolomon Wealth Management is a prestigious finance institution located at 531 Encinitas Boulevard in Encinitas, California, United States. With a team of experienced financial experts, Solomon Wealth Management offers a wide range of services to help clients manage and grow their wealth. Whether you are looking to invest, plan for retirement, or create a financial strategy, Solomon Wealth Management is dedicated to providing personalized solutions to meet your financial goals. Trust in Solomon Wealth Management to guide you towards a secure and prosperous financial future.
531 Encinitas Blvd STE 200, Encinitas, CA 92024, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution based in Encinitas, California, United States. Specializing in finance, LPL Financial offers a wide range of services and investment options to help clients achieve their financial goals. With a strong reputation for providing expert guidance and personalized solutions, LPL Financial is committed to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, LPL Financial has the expertise and resources to help you succeed.
Encinitas, CA 92024, United States -
Longhouse Wealth Management
● ClosedLonghouse Wealth Management is a premier finance institution located at 187 Calle Magdalena in the beautiful city of Encinitas, California, United States. Our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. We offer personalized financial planning, investment strategies, and retirement planning to help our clients achieve their financial goals. At Longhouse Wealth Management, we strive to build long-lasting relationships with our clients based on trust, integrity, and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
187 Calle Magdalena Suite 103, Encinitas, CA 92024, United States -
RG Bar Investment Group
● OpenRG Bar Investment Group is a reputable finance institution located at 2065 San Elijo Avenue in Encinitas, California, United States. With a focus on providing personalized investment solutions, RG Bar Investment Group offers a range of financial services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our team of experienced professionals is here to guide you every step of the way. Visit us today to learn more about how RG Bar Investment Group can help you secure your financial future.
2065 San Elijo Ave, Cardiff, CA 92007, United States -
20/20 Financial Advisers
● Closed20/20 Financial Advisers is a leading finance and insurance agency located at 2041 San Elijo Avenue in Encinitas, California. Our team of experienced financial advisers is dedicated to providing personalized services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2041 San Elijo Ave, Cardiff, CA 92007, United States -
Blake Baxter Jr, J.D. | LPL Financial
● ClosedBlake Baxter Jr, J.D. | LPL Financial is a reputable financial institution located at 144 West D Street in Encinitas, California. Specializing in finance, this institution offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals led by Blake Baxter Jr, J.D., clients can expect personalized financial advice and investment strategies tailored to their specific needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Blake Baxter Jr, J.D. | LPL Financial can provide the expertise and guidance you need to succeed.
144 W D St Suite 101, Encinitas, CA 92024, United States -
Covey & Covey Financial Planning Services
● ClosedCovey & Covey Financial Planning Services is a leading finance institution located at 503 Forrest Bluff in Encinitas, California, United States. With a team of experienced financial advisors, they offer personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Covey & Covey Financial Planning Services can provide expert guidance and advice. Their commitment to excellence and dedication to client satisfaction make them a trusted choice for all your financial planning needs.
503 Forrest Bluff, Encinitas, CA 92024, United States -
Adam R. Rosenberg & Company, CPAs
● ClosedAdam R. Rosenberg & Company, CPAs is a reputable accounting and finance institution located at 2122 Encinitas Boulevard in Encinitas, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax planning or financial analysis, Adam R. Rosenberg & Company, CPAs is dedicated to helping you achieve your financial goals.
2122 Encinitas Blvd Suite 102, Encinitas, CA 92024, United States -
Gonzales & Company, Inc.
● ClosedGonzales & 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.
B-65, 162 S Rancho Santa Fe Rd, Encinitas, CA 92024, United States -
Tidewater Financial
● ClosedTidewater Financial is a reputable finance institution located at 849 2nd Street in Encinitas, California, United States. With a focus on providing top-notch financial services, Tidewater Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Tidewater Financial has a team of experienced professionals ready to assist you. Trust Tidewater Financial for all your financial needs and experience personalized service and expert guidance.
849 2nd St, Encinitas, CA 92024, United States -
Edward Jones - Financial Advisor: Andrew W Shaw
● OpenEdward Jones - Financial Advisor: Andrew W Shaw is a reputable finance institution located at 111 Chesterfield Drive in Encinitas, California, United States. As a financial advisor, Andrew W Shaw provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Andrew W Shaw is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.
111 Chesterfield Dr #119, Cardiff, CA 92007, United States -
Edward Jones - Financial Advisor: Rasaan Moshesh
● OpenEdward Jones - Financial Advisor: Rasaan Moshesh is a leading finance institution located at 700 Garden View Court in Encinitas, California, United States. As a trusted financial advisor, Rasaan Moshesh provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones - Financial Advisor: Rasaan Moshesh is committed to helping individuals and families secure their financial future. Contact them today to start planning for tomorrow.
700 Garden View Ct STE 203, Encinitas, CA 92024, United States -
Stone Steps Financial LLC
● ClosedStone Steps Financial LLC is a leading finance institution located at 533 2nd Street in the beautiful coastal town of Encinitas, California, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, retirement planning, and estate planning. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
533 2nd St #207, Encinitas, CA 92024, United States
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos