Professional financial services in Encinitas, CA
65 results found
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Wedbush Securities
● OpenWedbush Securities, located at 100 Chesterfield Drive in Encinitas, California, is a finance institution that offers innovative investment products, investment banking, and fund services to help institutional and corporate clients diversify and grow. Specializing in global clearing and execution services across all asset classes, Wedbush Securities caters to broker dealers, trading firms, professional traders, and more. The institution's Form CRS Relationship Summary provides investors with essential information about their relationship with Wedbush Securities' investment professionals, including services offered, fees, conflicts of interest, and other relevant details. With Regulation Best Interest, Wedbush Securities aims to provide retail customers with full and fair disclosure about products and services, conflicts of interest, and associated risks, enabling them to make informed investment decisions aligned with their goals and needs.
100 Chesterfield Dr, Cardiff, CA 92007, 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 -
McCaffery Reserve Consulting - Reserve Studies
● ClosedMcCaffery Reserve Consulting is a finance institution located in Encinitas, California, United States. Our primary focus is on providing reserve studies for homeowner associations (HOAs) in order to help them plan for future maintenance and upkeep. We prioritize customer service and satisfaction, going above and beyond to ensure our clients are happy with our services. Our fees for reserve studies are competitively priced, making us a cost-effective option for HOAs. Our reserve study report format is professional and easy to understand, setting us apart from our competitors. We offer reserve studies for California, Colorado, Hawaii, and Nevada, as well as reserve study software to assist in the planning process. Visit our website to view a sample report and learn more about how we can help your HOA protect its investment and plan for the future.
1044 Arcadia Rd, 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 -
Mc Donough & Associates
● OpenMcDonough & Associates is a leading accounting and finance firm located in Encinitas, California. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 737 North Vulcan Avenue to learn more about how we can help you achieve your financial goals.
737 N Vulcan Ave, Encinitas, CA 92024, United States -
Alan D Borisoff, CPA
● ClosedAlan D Borisoff, CPA is a reputable accounting and finance institution located at 191 Calle Magdalena in Encinitas, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for professional financial advice, Alan D Borisoff, CPA is committed to helping you achieve your financial goals.
191 Calle Magdalena #280, 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 -
Ward & Associates
● OpenWard & Associates is a reputable finance institution located at 511 Saxony Place in Encinitas, California. With a focus on providing top-notch financial services to individuals and businesses, Ward & Associates is known for their expertise in investment management, financial planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Ward & Associates is committed to providing personalized solutions to meet your unique needs. Visit their office in Encinitas today to learn more about how they can help you achieve financial success.
511 Saxony Pl suite 101-w, Encinitas, CA 92024, United States -
Campbell Wealth Advisors
● ClosedCampbell Wealth Advisors is a renowned financial institution located at 285 North El Camino Real in Encinitas, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to providing personalized and tailored solutions, Campbell Wealth Advisors is trusted by individuals and businesses alike for expert financial advice and guidance. Contact us today to learn more about how we can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
285 N El Camino Real #215, Encinitas, CA 92024, United States -
Trade Genie Inc.
● ClosedTrade Genie Inc. is a leading finance institution located at 315 South Coast Highway 101, Encinitas, California, United States. We offer the best options trading service and stock advisory services to help you achieve your financial goals. With over 15 years of experience, our team of experts provides professional options trading advisory services, ensuring that you are well-informed in the dynamic world of trading. At Trade Genie, we prioritize trust and transparency, building strong relationships with our clients through open communication and honest recommendations. Our stock advisory services cover major stocks, indices, and commodities, with a focus on delivering trades with a high reward-to-risk ratio. We analyze market trends and provide accurate information to empower you to make well-informed trading decisions.
315 S Coast Hwy 101, Encinitas, CA 92024, United States -
Warren Gran Inc
● OpenWarren Gran Inc is a reputable accounting and finance institution located at 714 2nd Street in Encinitas, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to excellence and attention to detail make them a trusted partner for individuals and businesses alike. Contact Warren Gran Inc today for all your accounting and finance needs.
714 2nd St, Encinitas, CA 92024, United States -
Authoritax
● ClosedAuthoritax is a leading accounting and finance institution located at 187 Calle Magdalena in Encinitas, California, United States. With a team of experienced professionals, Authoritax provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, Authoritax is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
187 Calle Magdalena Suite 103, Encinitas, CA 92024, United States -
Scott & Cronin LLP
● ClosedScott & Cronin LLP is a well-established accounting and finance firm located at 330 Encinitas Boulevard in Encinitas, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Scott & Cronin LLP is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
330 Encinitas Blvd # 101, Encinitas, CA 92024, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 258 North El Camino Real in Encinitas, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience the expertise and professionalism that sets us apart in the industry.
258 N El Camino Real Ste B1, Encinitas, CA 92024, United States -
Craig Workinger CPA
● ClosedCraig Workinger CPA is a reputable accounting and finance institution located at 761 Garden View Court in Encinitas, California, United States. With years of experience in the industry, they offer a wide range of services such as tax preparation, financial planning, and business consulting. Their team of certified public accountants are dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need help with tax compliance or financial analysis, Craig Workinger CPA is committed to delivering top-notch solutions tailored to your specific needs. Visit their office today to discuss how they can assist you with your accounting and finance needs.
761 Garden View Ct STE 202, Encinitas, CA 92024, United States -
Schwartz Lawrence M CPA
● OpenSchwartz Lawrence M CPA is a reputable accounting and finance institution located at 2211 Encinitas Boulevard in Encinitas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Schwartz Lawrence M CPA is dedicated to providing top-notch accounting services to meet your needs.
SHAW FINANCIAL BUILDING, 2211 Encinitas Blvd # 211, Encinitas, CA 92024, United States -
Dark Horse CPAs
● ClosedDark Horse CPAs is an accounting and finance institution located at 2033 San Elijo Avenue in Encinitas, California, United States. We take a personalized approach to tax planning, ensuring that our strategies are tailored to your unique situation. Wealth management is incomplete without tax planning, which is why we help you build wealth smarter at Dark Horse. When you work with us, you work with a team of dedicated and supportive professionals. Our team includes experts like Suzi Drennen, who brings 25 years of experience in her own CPA practice to Dark Horse. Suzi enjoys building long-term relationships with clients beyond just accounting and taxes. Hayes, another member of our team, has a background in corporate accounting and finance, as well as forensic accounting. Mike Madden, a former paramedic and firefighter, brings a unique perspective to our team with his experience in emergency medicine.
2033 San Elijo Ave #148, Cardiff, CA 92007, United States -
Cardiff Tax
● ClosedCardiff Tax is a reputable accounting and finance institution located at 125 Chesterfield Drive in Encinitas, California. Our team of experienced professionals specialize in providing top-notch tax preparation and financial services to individuals and businesses in the United States. With a commitment to accuracy, integrity, and personalized service, Cardiff Tax is dedicated to helping clients navigate the complexities of tax laws and financial planning. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial well-being.
125 Chesterfield Dr, Cardiff, CA 92007, United States -
Gold Standard Tax & Accounting, Inc.
● ClosedGold Standard Tax & Accounting, Inc. is a trusted institution located in Encinitas, California, specializing in accounting and finance services. We understand the stress that comes with taxes, payroll, and bookkeeping, which is why our team of professionals is here to take that burden off your shoulders. By allowing us to handle your financial aspects, you can focus on running your business successfully without worrying about potential errors or tax hits. Our dedicated staff stays updated on the latest tax law changes and undergoes continuous training to ensure accuracy in your books. We offer all-inclusive payroll services for your convenience and provide personalized advice to help your business thrive. Whether you are just starting out or looking to grow, Gold Standard is your trusted advisor.
315 S Coast Hwy 101 suite u-526, Encinitas, CA 92024, United States -
Pacific Pro Tax Solutions
● ClosedPacific Pro Tax Solutions is a reputable accounting and finance institution located at 171 Saxony Road in Encinitas, California, United States. With a team of experienced professionals, we specialize in providing top-notch tax solutions to individuals and businesses alike. Our services range from tax preparation and planning to financial consulting and bookkeeping. Trust us to handle all your financial needs with precision and expertise.
171 Saxony Rd # 102, Encinitas, CA 92024, United States -
CRT Associates
● ClosedCRT Associates is a reputable accounting and finance institution located at 224 Birmingham Drive in Encinitas, California, United States. With a team of experienced professionals, CRT Associates offers a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Clients can trust CRT Associates to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, CRT Associates is dedicated to providing top-notch service and helping you navigate the complexities of the financial world.
224 Birmingham Dr Ste 2B, Cardiff, CA 92007, United States -
frank skinner cpa
● ClosedFrank Skinner CPA is a reputable accounting and finance institution located at 937 South Coast Highway 101 in Encinitas, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Frank Skinner CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
937 S Coast Hwy 101, Encinitas, CA 92024, United States -
Hodges James P
● ClosedHodges James P is a reputable accounting and finance institution located at 560 North Coast Highway 101 in Encinitas, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Hodges James P is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
560 N Coast Hwy 101, Encinitas, CA 92024, United States -
Halverson & Company - CPAs
● ClosedHalverson & Company - CPAs is a professional tax firm located at 761 Garden View Court, Encinitas, California, United States. Specializing in accounting and finance, our dedicated team of accounting professionals provides a wide range of services including tax compliance, tax planning, tax consulting, and tax advisory services to both business and individual clients. Our clients experience peace of mind and unparalleled service, as we are dedicated to their success. We prioritize responsiveness and technical expertise, staying ahead of tax opportunities and issues to provide the best possible advice. Our clients, such as The Ensign Group and Rubio's Restaurants, have praised our accuracy, timeliness, and trustworthiness in handling their tax needs.
761 Garden View Ct STE 201, Encinitas, CA 92024, United States -
Bakers By the Sea
● OpenBakers By the Sea is a trusted accounting and finance institution located at 973 Woodgrove Drive in the beautiful coastal city of Encinitas, California. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to help you navigate the complexities of the financial world. Visit us today to see how we can assist you in achieving your financial goals.
973 Woodgrove Dr, Cardiff, CA 92007, United States -
Larry A. Gonzales, CPA, Inc.
● ClosedLarry A. Gonzales, CPA, Inc. is a reputable accounting and finance institution located at 162 South Rancho Santa Fe Road in Encinitas, California, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust Larry A. Gonzales, CPA, Inc. for all your accounting and finance needs.
162 S Rancho Santa Fe Rd, Encinitas, CA 92024, United States -
Crisp Bookkeeping
● OpenCrisp Bookkeeping is a premier accounting and finance institution located in Encinitas, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to businesses of all sizes. With a focus on accuracy, efficiency, and attention to detail, we strive to help our clients streamline their financial processes and make informed decisions. Whether you are a small startup or a large corporation, Crisp Bookkeeping is here to support your financial needs and help you achieve your goals. Contact us today to learn more about our services and how we can assist you in managing your finances effectively.
Encinitas, CA 92024, United States -
YSR CPA Group, P.C.
● OpenYSR CPA Group, P.C. is a reputable accounting and finance institution located at 336 Encinitas Boulevard in Encinitas, California, United States. Our team of skilled professionals offers a wide range of services including tax preparation, financial planning, and business consulting. With years of experience and a commitment to excellence, we strive to provide our clients with personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, YSR CPA Group, P.C. is here to help you navigate the complexities of the financial world.
336 Encinitas Blvd #120, Encinitas, CA 92024, United States -
Honest Bookkeeping
● OpenHonest Bookkeeping is a trusted institution located at 404 Encinitas Boulevard in Encinitas, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing accurate and transparent bookkeeping solutions for individuals and businesses alike. With a commitment to integrity and reliability, Honest Bookkeeping is your go-to resource for all your financial needs.
404 Encinitas Blvd, Encinitas, CA 92024, United States -
MK CPA, Inc.
● OpenMK CPA, Inc. is a reputable accounting and finance institution located at 191 Calle Magdalena in Encinitas, California, United States. With a team of experienced and dedicated professionals, MK CPA, Inc. offers a wide range of accounting and financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or audit services, MK CPA, Inc. is here to provide top-notch assistance and guidance. Trust in their expertise to help you achieve your financial goals and secure your financial future.
191 Calle Magdalena #290, Encinitas, CA 92024, United States
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