Professional financial services in Encinitas, CA
65 results found
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AAA Encinitas Insurance and Member Services
● ClosedAAA Encinitas Insurance and Member Services is a comprehensive financial institution located in the heart of Encinitas, California. As a trusted insurance agency, we provide a wide range of insurance services to protect your assets and loved ones. In addition, we offer expert travel planning services to help you create unforgettable vacations and adventures. Our team of experienced professionals is dedicated to providing top-notch customer service and helping you navigate the complexities of insurance and finance. Visit us at 499 North El Camino Real to learn more about how we can assist you with all your insurance and travel needs.
499 N El Camino Real, Encinitas, CA 92024, United States -
Rosey's Mobile Notary Service
● OpenRosey's Mobile Notary Service is a reliable and efficient finance institution located at 636 Summer View Circle in Encinitas, California. With a team of experienced and professional notaries, we provide convenient mobile notary services to our clients in the comfort of their own homes or offices. Whether you need documents notarized for real estate transactions, legal matters, or any other financial needs, Rosey's Mobile Notary Service is here to assist you. Trust us to provide accurate and timely notary services to meet your specific requirements. Contact us today to schedule an appointment.
636 Summer View Cir, 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 -
Seawise Financial, Inc.
● ClosedSeawise Financial, Inc. is a leading finance institution located at 120 Birmingham Drive in Encinitas, California, United States. Specializing in financial services, Seawise Financial, Inc. offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Seawise Financial, Inc. is dedicated to providing top-notch financial advice and support to its clients. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Seawise Financial, Inc. is here to help you every step of the way.
120 Birmingham Dr Suite 240F, Cardiff, CA 92007, United States -
Jim Lee Financial
● ClosedJim Lee Financial is a renowned finance institution located at 937 South Coast Highway 101 in the beautiful city of Encinitas, California, United States. With a team of experienced professionals, Jim Lee Financial offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Jim Lee Financial is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure a prosperous financial future.
937 S Coast Hwy 101 suite c-206, Encinitas, CA 92024, 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 -
Encinitas Professional Services
● ClosedEncinitas Professional Services, located at 550 Santa Fe Drive in Encinitas, California, is a trusted institution specializing in accounting and finance. With a team of experienced professionals who have been serving the San Diego community since 1996, Encinitas Tax is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or other accounting needs, the experts at Encinitas Professional Services are here to help. Contact Victor, Emmanuel, or Theresa via email to schedule a consultation and see how they can support your financial goals.
550 Santa Fe Dr, 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 -
Forward Financial Tax & Accounting
● ClosedForward Financial Tax & Accounting is a leading finance institution located at 191 Calle Magdalena in Encinitas, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you move forward towards your financial goals. With a commitment to excellence and personalized service, Forward Financial Tax & Accounting is the trusted choice for all your financial needs.
191 Calle Magdalena # 260, 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 -
Lowe's Tax Preparation and Financial Counseling
● ClosedLowe's Tax Preparation and Financial Counseling is a reputable institution located at 187 Calle Magdalena in Encinitas, California, United States. Specializing in accounting and finance services, our experienced professionals provide expert tax preparation and comprehensive financial counseling to individuals and businesses. Our goal is to help our clients navigate the complexities of taxes and finances, ensuring they make informed decisions and maximize their financial well-being. Trust Lowe's Tax Preparation and Financial Counseling for all your accounting and financial needs.
187 Calle Magdalena, Encinitas, CA 92024, United States -
Encinitas Bookkeeping and Tax
● ClosedEncinitas Bookkeeping and Tax is a reputable institution located at 533 2nd Street in Encinitas, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Whether you need assistance with tax preparation, payroll services, or general bookkeeping, Encinitas Bookkeeping and Tax is here to help. Contact us today to schedule a consultation and see how we can support your financial needs.
533 2nd St #330, Encinitas, CA 92024, United States -
Nyberg Financial Services
● OpenNyberg Financial Services is a reputable accounting and finance institution located at 171 Saxony Road in Encinitas, California. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From tax preparation to investment planning, we are committed to helping our clients achieve their financial goals. Visit us today to learn more about how Nyberg Financial Services can assist you with all your accounting and finance needs.
171 Saxony Rd #106, Encinitas, CA 92024, United States -
Sea Monster Loans / C2 Financial Corporation
● ClosedWelcome 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.
0 Pier View Way, Oceanside, California 92054, United States -
Katie Beach Harlan - State Farm Insurance Agent
● ClosedKatie 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.
531 Encinitas Blvd STE 119, Encinitas, CA 92024, United States -
Diana Tracy - State Farm Insurance Agent
● ClosedDiana 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.
4403 Manchester Ave STE 102, Encinitas, CA 92024, United States -
Bode the Notary
● OpenBode the Notary is a finance institution located at 2850 College Boulevard in Oceanside, California, United States. They are FNF and N.N.A. Approved Notary and also an Ordained Minister. Offering 24 Hour Mobile Notary Signing Agent/Wedding Officiant services, they travel within Oceanside, Vista, Carlsbad, San Marcos for $25 plus $15 per signature notarized as per California law. Military and Seniors in these areas receive a $10 discount on travel. They also travel to Fallbrook, Bonsal, Escondido, Valley Center, Encinitas and Rancho Bernardo for $35 plus $15 per signature notarized. Bode the Notary is National Notary Association Certified, Fidelity National Financial Approved, licensed, bonded, and has $100,000 E&O insurance. They are very experienced in loan/sellers real estate transactions. Specializing in services such as acknowledgment, Apostille, loan document notarization, and more, they are dedicated to providing top-notch customer service. Visit Angie's List to grade their quality of work and customer service.
2850 College Blvd, Oceanside, CA 92056, United States -
C3bank
● ClosedC3bank is a full-service bank located in Encinitas, California, United States. Our institution is dedicated to providing top-notch financial services to individuals and businesses in the area. Conveniently located at 850 South Coast Highway 101, C3bank offers a wide range of banking products and services, including personal and business accounts, loans, mortgages, and investment options. Our team of experienced professionals is committed to helping our customers achieve their financial goals and secure their financial future. Visit C3bank today to experience personalized service and innovative financial solutions.
850 S Coast Hwy 101, Encinitas, CA 92024, United States -
Enterprise Bank & Trust
● ClosedEnterprise Bank & Trust is a trusted financial institution located at 277 North El Camino Real in Encinitas, California. As a full-service bank, we offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you need assistance with banking, lending, investing, or wealth management, Enterprise Bank & Trust is here to help. Visit us today to experience the difference of banking with a trusted partner.
277 N El Camino Real, Encinitas, CA 92024, 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 -
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 -
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 -
The MacPherson Group, P.C.
● ClosedThe MacPherson Group, P.C. is a professional institution located in Encinitas, California, specializing in accounting, finance, and legal services. With a team of experienced professionals, they provide a wide range of services to individuals and businesses in the area. From tax preparation and financial planning to legal advice and representation, The MacPherson Group, P.C. offers comprehensive solutions to meet their clients' needs. Their office is conveniently located at 315 South Coast Highway 101, making it easily accessible for those in the surrounding area. Whether you need help with your taxes, investments, or legal matters, The MacPherson Group, P.C. is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
315 S Coast Hwy 101, Encinitas, CA 92024, United States -
Gosnell International PC
● ClosedGosnell International PC is a prestigious institution located at 1106 2nd Street in the beautiful city of Encinitas, California, United States. With a reputation for excellence in providing a wide range of professional services, Gosnell International PC is dedicated to helping clients achieve their goals and navigate the complexities of today's global business landscape. From legal advice to financial consulting, Gosnell International PC is committed to delivering top-notch expertise and personalized solutions to meet the unique needs of each client. Visit us today and experience the difference that our team of experienced professionals can make for you and your business.
1106 2nd St #263, 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 -
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 -
Cross-Search
● ClosedCross-Search is a reputable finance institution located at 4405 Manchester Avenue in Encinitas, California, United States. 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 assets, Cross-Search is here to help. With a strong commitment to customer satisfaction and a track record of success, we strive to exceed our clients' expectations. Visit us today to see how Cross-Search can help you achieve your financial goals.
4405 Manchester Ave Suite #106, 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 -
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
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