The 30 Best Personal savings accounts in San Diego, California

Economic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.

Pars Financial Corporation is a renowned accounting and finance institution located at 8736 Production Avenue in San Diego, California, United States. Specializing in tax planning and assistance, Pars Financial has been helping small business owners for over 40 years, ensuring that their assets are protected and their tax liabilities are minimized. With experienced Enrolled IRS Agents on staff, Pars Financial is well-equipped to handle any tax-related issues that may arise. Clients praise the personalized service and professional expertise provided by Pars Financial, making them a trusted partner for all financial needs. Whether you are a small business owner, a doctor, or an international entrepreneur, Pars Financial is dedicated to helping you navigate the complexities of tax planning and financial management. With a strong track record of saving clients money and preventing IRS problems, Pars Financial is the go-to institution for all your accounting and finance needs.

CPA CALINI is an accounting and tax firm located at 11332 Trillium Way, San Diego, California. Specializing in services for individuals and small businesses with revenues ranging from $0 to $100 million, we understand that each client has unique financial needs and goals. Our goal is to build long-term relationships based on trust and integrity, providing personalized service whether you are just starting out, have been in business for years, or are entering retirement. Our core tax services include the preparation of federal and state personal tax returns for single, head of household, and joint filers, as well as business tax returns for LLCs, self-employed individuals, partnerships, and corporations. Using LACERTE Professional Tax Software, we offer timely technical expertise and do not subcontract out tax preparation to foreign countries. With authorization for E-filing since the 1990s, we ensure secure and confidential data collection through INTUIT LINK and VERIFYLE, helping individuals and businesses minimize tax impact and take advantage of opportunities to save money.

West Coast Financial is a leading finance institution located in San Diego, California. Situated at 4330 La Jolla Village Drive, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust West Coast Financial to guide you towards a secure financial future.

Aries Financial & Insurance Services - Northwestern Mutual is a trusted finance and insurance agency located at 4250 Executive Square in San Diego, California, United States. With a strong focus on providing personalized financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are committed to providing you with the highest level of service and expertise. Contact us today to schedule a consultation and take the first step towards financial security.

Voya Financial Advisors, Inc. is a finance institution located at 4520 Executive Drive in San Diego, California, United States. As a trusted financial advisor, they provide personalized investment planning and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, Voya Financial Advisors, Inc. offers tailored solutions and expert guidance to help clients navigate the complexities of the financial market and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Voya Financial Advisors, Inc. is dedicated to helping you secure a brighter financial future.

U.S. Bank's Wealth Management Banker, Samir Kambarov, is a trusted advisor located at 7770 Clairemont Mesa Boulevard in San Diego, California. With a focus on finance, Samir provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Samir is dedicated to providing expert guidance and support. Contact Samir Kambarov at U.S. Bank for all your wealth management needs.

Laub Financial is a reputable finance institution located at 3914 Murphy Canyon Road in San Diego, California, United States. With a team of experienced financial experts, Laub Financial offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or wealth management, Laub Financial is dedicated to helping you achieve your financial goals. Trust Laub Financial to provide personalized and professional financial solutions tailored to your specific needs.

Susie Liu LPL Financial is a finance institution located at 11440 West Bernardo Court in San Diego, California. As a part of the LPL Financial network, Susie Liu provides a range of financial services to clients in the United States. With a focus on personalized financial planning and investment strategies, Susie Liu helps individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Susie Liu LPL Financial can provide the expertise and guidance you need.

Anderson Team Financial, LLC is a reputable finance institution located at 11440 West Bernardo Court in San Diego, California, United States. Our team of experienced financial professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, our knowledgeable staff is here to assist you every step of the way. Trust Anderson Team Financial, LLC to help you navigate the complexities of the financial world with confidence and ease.

Merrill Lynch Wealth Management, located at 11811 Bernardo Plaza Court in San Diego, California, is a finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides personalized financial strategies tailored to each client's unique goals and needs. In addition to wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports local communities and non-profit organizations. Clients benefit from the expertise of industry-skilled advisors, access to Merrill's investing insights, and a disciplined wealth planning platform to help them pursue their financial and life goals.

Coastal Life Wealth Management is a premier financial institution located at 3914 Murphy Canyon Road in San Diego, 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, Coastal Life Wealth Management is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start on the path towards financial success.

SET Advisors is a premier institution located at 3919 30th Street in San Diego, California, United States. Specializing in accounting and finance, SET Advisors caters to over 300 Airbnb clients with multiple income streams, offering expert guidance on using short-term real estate as a wealth-building tool while maintaining tax advantages. Whether you're a freelancer, Airbnb host, or independent contractor, SET Advisors provides tailored tax preparation services to save you time, money, and give you peace of mind. With a deep understanding of the sharing economy, SET Advisors offers a range of services to optimize financial success in the Airbnb and 1099 landscape. Their team of experienced accountants is dedicated to helping clients navigate tax planning, compliance, preparation, and savings. From individual and business income tax return preparation to compliance with local, state, and federal regulatory requirements, SET Advisors is committed to providing top-notch accounting solutions. Clients rave about their expertise, efficiency, and personalized approach, making SET Advisors a trusted partner for all accounting and tax needs.

Looser Financial Group Inc. is a reputable finance and insurance agency located at 7290 Navajo Road in San Diego, California. With a strong commitment to providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking for insurance coverage or seeking financial advice, Looser Financial Group Inc. is here to assist you every step of the way. Trust us to provide you with top-notch service and expert guidance to secure your financial future.

Tax & Financial Group is a finance institution located at 5720 Oberlin Drive, San Diego, California, United States. We are committed to helping our clients achieve long-term financial security through personalized service and expertise. Our team of specialists addresses unique financial situations to help clients grow, protect, and conserve their wealth. From financial planning to investment management to business planning, we offer tailored solutions to meet individual goals and priorities. Securities are offered through Cetera Advisor Networks LLC, and advisory services are provided by Cetera Investment Advisers LLC. Consult with a tax or legal advisor for a comprehensive review of your personal situation. Join us on your financial journey to build and protect your legacy.

Wealth Alliance Tax & Investment Services is a financial institution located at 1870 Cordell Court in El Cajon, California, United States. Specializing in accounting and finance, we offer personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals provides friendly and personal assistance with all areas of financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services, operating as both a Registered Investment Advisor and through Independent Financial Group’s Broker Dealer. Clients benefit from our proprietary financial planning software and superior service. Our founder, Kevin, graduated magna cum laude with a Bachelor of Arts in Accounting from the University of San Diego. Michael, another team member, assists with investment modeling and analysis. If you would like to speak with one of our financial advisers or check our background on FINRA’s Broker Check, please contact us. Wealth Alliance, LLC is a CA Registered Investment Advisor, offering advisory services, while securities are offered through Independent Financial Group, LLC (IFG). We are licensed to sell securities and offer advisory services in several states. Member FINRA/SIPC.

COMMPEX TAX STRATEGIES is a leading accounting and finance institution located at 7724 Sonata Lane in San Diego, California, United States. Our team of experienced professionals is dedicated to providing comprehensive tax strategies and financial solutions to individuals and businesses. With a focus on maximizing tax savings and optimizing financial performance, we strive to help our clients achieve their financial goals. Trust COMMPEX TAX STRATEGIES to provide expert guidance and personalized service for all your accounting and finance needs.

Martin and Company is a CPA firm located in San Diego, California, dedicated to simplifying and managing your tax and accounting needs so you can focus on your business. Our team of Certified Public Accountants is committed to helping you understand the deductions and credits available to you, while advising you on your future financial goals and tax implications. At Martin and Company, our core purpose is to protect our clients' assets through hands-on planning and exceptional risk-based advice. We work closely with your entire team of professional advisers to provide proper planning and peace of mind, allowing you to focus on your personal and professional goals. We have a network of trusted partners in various industries, adding value to our clients' businesses.

ATS Financial is a reputable finance institution located at 5435 Oberlin Drive in San Diego, California, United States. Our dedicated team of financial experts provides a wide range of services including investment management, financial planning, and wealth management. With a focus on personalized solutions and exceptional customer service, ATS Financial is committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.

Financial Partners Credit Union, located at 1665 Scenic Avenue in Costa Mesa, California, offers a range of financial solutions to help you achieve your goals. Whether you're looking for a new car, planning a big purchase, or just want to bank smarter, Financial Partners has you covered. With personalized product recommendations based on your unique financial goals, you can trust that you're getting the best advice for your situation. Take advantage of special offers like 0% APR for 12 months and 5,000 APEX bonus points when you open a new account. Plus, earn rewards like free cell phone insurance and APEX points for completing debit card transactions. With branches throughout California, including in Los Angeles, Orange County, San Diego, and San Francisco, Financial Partners is here to help you every step of the way.

Michael Ramirez is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 4455 Morena Boulevard in San Diego, California. With a focus on providing personalized financial guidance and investment strategies, Michael works with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to build wealth, Michael is dedicated to helping you navigate the complexities of the financial world. Contact Michael Ramirez today to schedule a consultation and take the first step towards securing your financial future.

The La Jolla, CA Branch Office of UBS Financial Services Inc. is a trusted and reputable finance institution located at 1200 Prospect Street in San Diego, California, United States. With a team of experienced financial advisors, UBS offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the professionals at UBS are dedicated to providing personalized solutions to meet your needs. Visit the La Jolla branch office today to start planning for a secure financial future.

Mathew Morgan - TIAA Financial Consultant is a leading financial institution located at 3655 Nobel Drive in San Diego, California. As a trusted TIAA financial consultant, Mathew Morgan provides expert financial advice and guidance to clients looking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Mathew Morgan helps individuals and families achieve their financial goals and plan for a secure retirement. Whether you are looking to invest for the future, save for your child's education, or plan for retirement, Mathew Morgan is dedicated to helping you navigate the complex world of finance with confidence. Contact Mathew Morgan - TIAA Financial Consultant today to schedule a consultation and take the first step towards a more secure financial future.

Merrill Lynch Financial Advisor Robert J Wilcsek, located at 7825 Fay Avenue, San Diego, California, United States, is a trusted institution in the field of finance. With over four decades of experience, Robert J Wilcsek is a Senior Financial Advisor and Vice President who is dedicated to helping individuals build a personalized wealth management strategy. By listening to your needs and goals, Robert focuses on delivering a comprehensive approach to managing wealth, ensuring that your financial plan reflects your aspirations and priorities. As a Merrill Lynch Wealth Management Advisor, Robert believes in the importance of understanding each client personally to create a financial approach that is tailored to their unique circumstances. Whether you are planning for retirement, saving for a major life event, or passing on your wealth to future generations, Robert will work with you to develop a plan that helps you achieve your goals while managing investment risk.

Edward Jones - Financial Advisor: Bradley Berman is a reputable finance institution located at 4010 Morena Boulevard in San Diego, California, United States. With a focus on providing personalized financial planning and investment services, Bradley Berman and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth through strategic investments, Edward Jones - Financial Advisor: Bradley Berman is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan for tomorrow.

Tom Luong is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California. With a strong background in finance and a commitment to helping clients reach their financial goals, Tom provides personalized advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, investing for the future, or seeking strategies to protect your assets, Tom Luong is here to help you navigate the complexities of the financial world. Trust Ameriprise Financial Services, LLC, and Tom Luong to provide you with expert financial advice and exceptional service.

Raymond "Chip" Ruysschaert - Morgan Stanley Financial Advisor is a leading finance institution located at 4350 La Jolla Village Drive in San Diego, California, United States. As a trusted financial advisor, Chip Ruysschaert provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Chip Ruysschaert offers expert advice and guidance on investments, retirement planning, and overall financial planning. Whether you are looking to grow your wealth or secure your financial future, Raymond "Chip" Ruysschaert - Morgan Stanley Financial Advisor is dedicated to helping you succeed.

Christian Reuter - RBC Wealth Management Financial Advisor is a leading finance institution located at 4250 Executive Square in San Diego, California, United States. As a trusted financial advisor, Christian Reuter provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Christian Reuter offers comprehensive financial planning, investment strategies, and retirement planning solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Christian Reuter - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

Ameriprise Financial, located at 12626 High Bluff Drive in San Diego, California, is a finance institution offering personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out for its comprehensive approach that helps clients feel more confident about their financial future. Clients can expect a personalized approach tailored to their individual goals, backed by an Online Security Guarantee to protect their personal information. With a focus on helping clients work towards their dreams and goals, Ameriprise Financial is dedicated to providing top-notch financial advice that is personalized and goal-oriented. For those interested in scheduling a complimentary consultation with an advisor, they can request an appointment online. With a track record of success and satisfied clients, Ameriprise Financial is a trusted choice for those seeking expert financial advice.

Alan Holt - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located in San Diego, California. With a focus on providing personalized financial planning and investment services, Alan Holt is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Alan Holt and his team are committed to providing tailored solutions and expert advice to meet your unique needs. Visit us at 4655 Executive Drive to learn more about how we can help you navigate the complex world of finance and achieve financial success.