TOP 30 Tailored financial solutions in Santee, California

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Portfolio Investment Solutions, LLC. is a finance institution located at 9880 Magnolia Avenue in Santee, California, United States. Established in 2013, our company prides itself on prioritizing hard work, honesty, trust, and results. We are committed to representing both buyers and sellers of assets with integrity and professionalism. Our team of experts at Portfolio Investment Solutions works together to develop creative and effective strategies to meet the unique needs and goals of our clients. We offer a range of services including business and financial consulting, marketing and advertising of financial assets, vendor referrals, location information services, and placement of distressed receivables.

Navy Federal Credit Union, located at 9660 Mission Gorge Road in Santee, California, is a trusted financial institution offering a range of services including banking, finance, and ATM access. With a focus on serving the military and their families, Navy Federal has been providing top-notch service since 1933, growing from 7 members to over 13 million. Whether you're looking to invest with Digital Investor's tools, seeking personalized financial guidance, or exploring business credit card options, Navy Federal has you covered. Their financial advisors can help you create an investing strategy tailored to your needs, while their exclusive military offers provide low rates and discounts for those who have served.

Cynthia Whitney, CPA is a trusted accounting and finance institution located at 9129 Inverness Road in Santee, California. With over 26 years of experience, Cynthia offers cost-effective solutions for all your financial needs, including tax preparation, bookkeeping, auditing, and more. Specializing in tax planning and consultation, Cynthia serves a diverse clientele of individuals, small to mid-sized businesses, and non-profit organizations in the Greater San Diego Area. Known for her quick responses and personalized attention, Cynthia Whitney, CPA is the go-to choice for high-quality financial services tailored to your individual needs.

Bookkeeping Services By Cyndi, located at 10350 El Toro Lane in Santee, California, offers a wide range of financial services for individuals and businesses. With a commitment to providing personalized attention to all clients, our team tailors accounting, tax preparation, and other financial services to meet each client's unique needs. We stay current on tax laws and financial trends to ensure the best possible results and returns for our clients. At Bookkeeping Services By Cyndi, we pride ourselves on our integrity and efficiency in delivering tax services that produce remarkable outcomes. With years of experience and expertise, our team guarantees that your tax preparation is in capable hands. Our unwavering commitment to ethical practices has earned us the trust of our clients.