Specialized financial consulting services in Encinitas, CA
29 results found
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Health Savings Associates Insurances Services Inc
● ClosedHealth Savings Associates Insurance Services Inc is a finance, health, and insurance agency located at 687 South Coast Highway 101 in Encinitas, California, United States. Specializing in tailored plans for business and individual benefits, we help navigate the complex world of healthcare by delivering high-quality insurance and risk management services. Our team of experts can guide you through selecting an employee benefits package that suits your business needs, providing policy insights and industry knowledge along the way. With a focus on creative and cost-effective solutions, we are dedicated to providing exceptional client service and coverage protection for unexpected life events. Trust us to be your employee benefits partner, so you can focus on being an expert in your own business.
687 S Coast Hwy 101 STE 310, Encinitas, CA 92024, United States -
Seawise Financial, Inc.
● OpenSeawise 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 -
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 -
Blake Baxter Jr, J.D. | LPL Financial
● OpenBlake 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 -
Seaside Consultants Group
● OpenSeaside Consultants Group is a reputable law firm located at 374 Encinitas Boulevard in Encinitas, California, United States. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, family law, real estate, and business law. We are dedicated to providing top-notch legal representation and personalized attention to each of our clients. With a commitment to integrity and excellence, Seaside Consultants Group is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation.
374 Encinitas Blvd #A, Encinitas, CA 92024, United States -
Edward Jones - Financial Advisor: Walter A Bowser II, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Walter A Bowser II, CFP®|AAMS™ is a reputable financial institution located at 162 South Rancho Santa Fe Road in Encinitas, California, United States. Specializing in providing personalized financial planning and investment services, Walter A Bowser II, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Edward Jones is committed to helping individuals and families secure their financial futures. Contact Walter A Bowser II today to start planning for a more secure tomorrow.
162 S Rancho Santa Fe Rd #20, Encinitas, CA 92024, 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
● OpenEncinitas 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 -
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 -
Deloso Penacho Law, PC
● ClosedDeloso Penacho Law, PC is a reputable law firm located at 2211 Encinitas Boulevard in Encinitas, California. Specializing in various legal matters, their team of experienced lawyers are dedicated to providing high-quality legal services to their clients. Whether you are in need of legal assistance for personal injury cases, family law matters, or estate planning, Deloso Penacho Law, PC is committed to helping you navigate the legal system and achieve the best possible outcome for your case. Contact them today for a consultation and see how they can assist you with your legal needs.
SHAW FINANCIAL BUILDING, 2211 Encinitas Blvd Second Floor, 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 -
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 -
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 -
Independent Wealth Solutions
● ClosedIndependent Wealth Solutions is a premier financial institution located at 763 2nd Street in Encinitas, California. Specializing in personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on independence and transparency, we offer tailored solutions to meet each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Independent Wealth Solutions is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you build and preserve your wealth.
763 2nd St STE 200, Encinitas, CA 92024, United States -
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 -
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 -
Claudio Salvatorelli Investment Property Advisor
● ClosedClaudio Salvatorelli Investment Property Advisor is a multifaceted institution located at 500 San Dieguito Drive in Encinitas, California, United States. Specializing in finance, general contracting, and real estate services, our team of experts is dedicated to helping clients navigate the complexities of investment property management. Whether you are looking to buy, sell, or invest in real estate, our advisors provide personalized guidance and strategic solutions to help you achieve your financial goals. Trust Claudio Salvatorelli Investment Property Advisor for all your real estate needs.
500 San Dieguito Dr, Encinitas, CA 92024, United States -
Cardiff Tax
● OpenCardiff 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 -
Halverson & Company - CPAs
● OpenHalverson & 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 -
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 -
MoneyThumb
● OpenMoneyThumb, located at 533 2nd Street in Encinitas, California, is a leading institution that specializes in analyzing bank statements and other financial documents to determine credit worthiness. With their automated document processing and fraud analysis tool, they can provide instant underwriting scorecards, allowing for faster loan approvals compared to traditional methods. Ideal for bank statement and asset-based loans, as well as other non-QM loans, MoneyThumb's PDF Insights and Thumbprint can save time and money while reducing risk. They also offer services to convert PDF bank and credit card statements into various file formats for easy import into accounting systems.
533 2nd St, Encinitas, CA 92024, United States -
T Accounts
● OpenT Accounts is a reputable institution specializing in accounting and finance located at 1806 Stanton Road in Encinitas, California, United States. With a team of experienced professionals, T Accounts offers top-notch services in financial management, budgeting, auditing, and more. Whether you are an individual looking for personal financial advice or a business in need of comprehensive accounting solutions, T Accounts is dedicated to providing tailored services to meet your specific needs. Trust T Accounts to help you navigate the complexities of financial planning and achieve your goals with confidence.
1806 Stanton Rd, Encinitas, CA 92024, United States -
Ortega Accountancy, APC
● OpenOrtega Accountancy, APC is a full-service accounting firm located at 12526 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we offer a range of services including tax preparation, financial statement preparation, audits, and tax planning for individuals, businesses, and organizations exempt from income tax. Established in 2003 by Mario Ortega, our dedicated team is committed to making our clients' lives easier by providing clear communication, expertise in tax and audit services, and valuable insights for better business decisions. We adhere to industry standards such as Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (GAGAS), ensuring accurate and reliable financial reporting.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States -
AToN Center
● OpenAToN Center: Your Sanctuary for Recovery in Encinitas, CA Located at 3250 Country Rose Cir, Encinitas, CA 92024, AToN Center is a premier health facility dedicated to providing hope and healing for individuals seeking recovery from substance misuse. Nestled in the serene environment of North County, San Diego, our upscale rehabilitation center caters to adults aged 18 and above, offering a path towards enduring sobriety and a brighter future.
3250 Country Rose Cir, Encinitas, CA 92024, United States
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