Finance & Insurance

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College Planning Source
10875 Rancho Bernardo Road Suite 106
San Diego, CA 92127
San Diego Metropolitan Credit Union
9212 Balboa Ave
San Diego, Ca 92123
O'Reilly Wealth Advisors LLC
6221 Paseo Alta Rico
Carlsbad, CA 92009
  • (760) 504-6040
San Diego County Credit Union - Rancho Penasquitos
13173 Black Mountain Road Suite 3
San Diego, CA 92129
San Diego County Credit Union - Sports Arena
3455 Sports Arena Boulevard
San Diego, CA
San Diego County Credit Union - Mira Mesa
6705 Mira Mesa Boulevard
San Diego, CA
Liberty Mutual Insurance
Liberty Mutual Insurance
Helping people live safer, more secure lives.
1900 Wright Place
Suite 120
Carlsbad, CA 92008
San Diego County Credit Union - Corporate
6545 Sequence Dr
San Diego, CA 92121
San Diego County Credit Union - East Lake
2280 Otay Lakes Road
Chula Vista, CA
California Coast Credit Union - Temecula
32170 Temecula Pky.
Building C
Temecula, CA 92592
  • (877) 495-1600
Pacific Marine Credit Union
9222 Miramar Rd Ste 30
San Diego, CA 92126
  • (800) 736-4500
Susan Williams - Wells Fargo Advisors
11545 West Bernardo Ct Ste 300
San Diego, CA 92127
California Coast Credit Union - SDSU Student Union
5500 Campanile Dr.
San Diego, CA 92182
  • (877) 495-1600
San Diego County Credit Union - Point Loma
1004 Rosecrans Street
San Diego, CA
Pacific Western Bank
401 W A Street Ste 200
San Diego, CA 92101
San Diego County Credit Union - Poway
14099 Stowe Drive
Poway, CA 92064
Allen Barron Inc
16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
San Diego County Credit Union - La Jolla/Torrey Pines
3366 N. Torrey Pines Court
Suite 100
La Jolla, CA
California Coast Credit Union - Poway
13616 Poway Rd.
Suite 200
Poway, CA 92064
  • (877) 495-1600
San Diego County Credit Union - Temecula
31693 Temecula Parkway
Temecula, CA 92592
San Diego County Credit Union - Sorrento Valley
10715 Sorrento Valley Road
San Diego, CA 92121
California Coast Credit Union - Scripps Ranch
9825 Mira Mesa Blvd.
San Diego, CA 92131
  • (877) 495-1600
Bryan Evers
San Diego, CA 92127
  • (760) 216-2400
San Diego County Credit Union - San Marcos
790 West San Marcos Boulevard
San Marcos, CA
California Bank & Trust
16796 Bernardo Center Drive
San Diego, CA 92128
San Diego County Credit Union - Laguna Niguel
32341 Golden Lantern
Suite A
Laguna Niguel, CA 92677
California Coast Credit Union - Oceanside
3485 Marron Road
Oceanside, CA 92056
  • (877) 495-1600
Nicole Caplette - Five Rings Financial
Turning aspirations into achievements.
500 La Terraza Blvd.Ste. 150
Escondido, CA 92025
Allstate Insurance Companies - Hill Agency
4550 Kearny Villa Rd Ste 101
San Diego, CA 92123
Kristin Francy Insurance & Financial Services
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
9888 Carmel Mountain Rd Suite A
San Diego, CA 92129
San Diego County Credit Union - Escondido
150 E. Valley Parkway
Escondido, CA
Lori Long State Farm Agent
10845 Rancho Bernardo Rd #102
San Diego, CA 92127
  • (858) 451-0010
Tarik Nasrawi
Financial Advisor who educates families, individuals and small businesses to implement sound financial and investment decisions.
12970 Salmon River Road
San Diego, CA 92129
  • (858) 776-9479
California Coast Credit Union - Murrieta
24716 Madison Ave
Murrieta, CA 92562
  • (877) 495-1600
California Coast Credit Union - Encinitas
429 Santa Fe Dr.
Encinitas, CA 92024
  • (877) 495-1600
HUB International
HUB International
1903 Wright Place
Suite 280
Carlsbad, CA 92008
San Diego County Credit Union - Del Mar
12980 Carmel Country Road Suite C-100
San Diego, CA 92130
Health Insurance Plan Experts
San Diego, CA 92111
  • (619) 743-8571
San Diego County Credit Union - Pacific Beach
1664 Garnet Avenue
San Diego, CA
Rise Consulting Group, LLC
Rise Consulting Group, LLC
Providing outsourced accounting and financial services for privately-held businesses, enabling them to maximize growth and profitability by providing timely, accurate and actionable information.
4225 Executive Square
Suite 600-C19
La Jolla, CA 92037
One Free Hour Consultation ($180 value) with a CFO/CPA
California Coast Credit Union - San Marcos
140 Knoll Rd
San Marcos, CA 92069
  • (877) 495-1600
Cooking 4 Life, Inc.
Cooking 4 Life, Inc.
Our mission is to bring health consciousness into the kitchen, one family at a time.
9145 Chesapeake Dr
San Diego, CA 92123
Healthy Lunch and Learn
San Diego County Credit Union - Carlsbad
2530 El Camino Real
Carlsbad, CA
San Diego County Credit Union - Balboa-Genesee
5407 Balboa Ave. Ste. 420
San Diego, CA 92111
San Diego County Credit Union - Oceanside
625 College Boulevard
Oceanside, CA 92057
Sage Capital Advisors, LLC
Sage Planning Wealth Management
5672 La Jolla Blvd.
La Jolla, CA 92037
NPC Payments
NPC Payments
11017 Pallon Way
San Diego, CA 92124
California Coast Credit Union - Kearny Mesa
4285 Ruffin Road
San Diego, CA 92123
  • (877) 495-1600
Point Loma Credit Union
10413 Craftsman Way, 4S Commons
San Diego, CA 92127
FRANCHISE WIZARDS, LLC
Achieve your dream of business ownership through franchising. We work with 500 franchises and will help you identify the right franchise for your situation. Schedule a free franchise consultation.
6965 El Camino Real
Ste 105-168
San Diego, CA 92009
Aflac
6305 lusk blvd
San Diego, CA 92121
San Diego County Credit Union - Solana Beach
665 San Rodolfo Drive
Suite 110
Solana Beach, CA
First Citizens Bank
First Citizens is a subsidiary of First Citizens BancShares, Inc., which was rated fourth-best in the nation on a December 2010 Forbes’ list of the 100 largest banks and thrifts. BancShares is a Delaware financial holding company whose shares are publicly traded on NASDAQ (FCNCA/FCNCB).

First Citizens has more than 430 offices in 17 states and the District of Columbia. The bank continues to receive national awards, including a five-star superior ranking by independent bank rating firm BauerFinancial Inc. of Coral Gables, Fla. (bauerfinancial.com) and Greenwich Excellence Awards for business banking services.
16536 Bernardo Center Dr
San Diego, CA 92128
California Coast Credit Union
9201 Spectrum Center Dr
San Diego, CA 92123
RBC Wealth Management
4250 Executive Square
Suite 800
La Jolla, CA 92037
San Diego County Credit Union - Santee
286 Town Center Parkway
Santee, CA
San Diego County Credit Union - UTC Regents
7708 Regents Road
San Diego, CA
Edward Jones - Monique Neal
12540 Oaks North Drive
San Diego, CA 92128
California Coast Credit Union - Santee
9808 Mission Gorge Rd.
Suite A
Santee, CA 92071
  • (877) 495-1600
San Diego County Credit Union - North Park
3180 University Avenue
San Diego, CA
San Diego County Credit Union - Murrieta
25165 Madison Avenue
Murrieta, CA
California Coast Credit Union - El Cajon
898 Jackman St.
El Cajon, CA 92020
  • (877) 495-1600
San Diego County Credit Union - La Mesa
8555 Fletcher Parkway
Suite 101
La Mesa, CA
California Coast Credit Union - Murrieta
40230 Murrieta Hot Springs Rd
Murrieta, CA 92563
  • (877) 495-1600
San Diego County Credit Union - San Ysidro
2036 Dairy Mart Road, Suite 140
San Ysidro, CA 92173
San Diego County Credit Union - Mission Valley
2245 Fenton Parkway
Suite 107
San Diego, CA 92108
San Diego County Credit Union - El Cajon
312 W. Main Street
El Cajon, CA
San Diego County Credit Union - Carmel Mountain
2530 Carmel Mountain Rd Suite C-1
San Diego, CA 92128
Inter Capital Network
10260 Treena St Suite 230
San Diego, CA 92131
Autumn Insurance Agency
Health Insurance for Individuals, Seniors, and Small Groups
California Coast Credit Union - La Mesa
8002 La Mesa Blvd
San Diego, CA 91942
  • (877) 495-1600
California Coast Credit Union - Clairemont
4265 Genesee Ave
San Diego, CA 92117
  • (877) 495-1600
Merrill Lynch, RB
11811 Bernardo Plaza Court
San Diego, CA 92128
  • 858-673-6700
ISU Insurance Services - Cormarc Tasman
25220 Hancock Ave #200
Murrieta, CA 92562
San Diego County Credit Union - La Costa
7630 Via Campanile, Ste. 138
Carlsbad, CA 92009
California Coast Credit Union - Escondido
962 West Valley Pky
Escondido, CA 92025
  • (877) 495-1600
San Diego County Credit Union - Chula Vista
3031 H Street
Chula Vista, CA
San Diego County Credit Union - Encinitas
501 N. El Camino Real
Encinitas, CA
San Diego County Credit Union - Rancho Bernardo
11965 Bernardo Plaza Drive Suite 169
San Diego, CA 92128
Hughes-Norton Insurance Services Inc.
1441 Main Street # 310
Ramona, CA 92065
  • (760) 654-3451
BJA Partners
Offering Employee Benefits including: Health, Dental, Vision, Life, Long Term Care, Disability. Offering a 1 stop shop HR system integrated with benefits, payroll and employee management.
11405 W. Bernardo Court
San Diego, CA 92127
Healey & Associates, Inc.
ERISA Defined Contribution Plan Consulting, Design, and Administration
P.O. Box 502048
San Diego, CA 92150-2048
  • 877-248-2425
San Diego County Credit Union - Kearny Mesa
5555 Overland Avenue
San Diego, CA
Dickerson Rix & Co, LLP
11770 Bernardo Plaza Court Suite 270
San Diego, CA 92128
  • 858-613-0180
Skyline Home Loans
16456 Bernardo Center Dr Ste 100
San Diego, CA 92128-2524
San Diego County Credit Union - Temecula North
29097 Overland Drive
Temecula, CA 92591
Next Level F&A
Strategic partner to owners. Helps companies cost-effectively develop financial strategies to support their long-term vision, prioritize and price new products and develop continuous improvement plans
7388 Escallonia Ct.
Carlsbad, CA 92011
  • (858) 740-7172
Western Southern Financial
15373 Innovation Dr Ste 253
San Diego, CA 92128
  • (619) 681-1111
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
  • (858) 673-6723
Regents Bank
8996 Miramar Road Ste 100
San Diego, CA 92126
  • (858) 444-3390
Health Plans 4 Less
470 South Rancho Santa Fe Rd
San Marcos, CA 92078
  • (760) 715-9766
Union Bank of California
669 S. Rancho Santa Fe
San Marcos, CA 92078
  • (760) 744-5161
Fifth Avenue Insurance Services
PO Box 600550
San Diego, CA 92160
  • (760) 745-2151
State Farm Insurance - Katherine Dottore
250 S. Pacific St. Ste 103
San Marcos, CA 92078
  • (760) 471-6111
J&A Agency
1771 Cassidy Meadow
San Marcos, CA 92069
  • (760) 471-2831
Navy Federal Credit Union
17030 Bernardo Center Drive
San Diego, CA 92128
  • (888) 842-6328
Pactrust Bank
1642 W San Marcos Blvd.
San Marcos, CA 92078
  • (760) 744-0273
Comerica Bank
260 W Grand Ave
Escondido, CA 92025
  • (760) 975-0142
Farmers Insurance-Paul Smith
720 N Broadway
Escondido, CA 92025
  • (760) 871-0258
Cabrillo Team Realty
447 S. Escondido Blvd.
Escondido, CA 92025
  • (760) 747-2289
Peter Morris
  • (858) 442-4794
California Bank & Trust
978 W. San Marcos Blvd.
San Marcos, CA 92078
  • (760) 471-3000
First Republic Bank
116 East Grand Ave
Escondido, CA 92025
  • (760) 740-7000
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
  • (858) 259-6300
Green Earth Insurance Solutions
725 S Rancho Sante Fe Rd
San Marcos, CA 92078
  • (855) 222-2007
CommerceWest Bank
338 Via Vera Cruz
San Marcos, CA 92078
  • (760) 736-8900
WestPac Wealth Partners - Nichole Mayer
750 B Street, Suite 2740
San Diego, CA 92101
  • 619-684-8625
Kevin S. Svetich CLU, Insurance & Investments
210 S Juniper Street, Suite 104
Escondido, CA 92025
  • (760) 746-4777
Abrams Insurance Solutions, Inc.
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
  • (858) 764-6459
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
  • (623) 261-7541
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
  • (760) 521-0762
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
  • (760) 788-5953
Farmer's Insurance - Phil Lindblom
1001 W. San Marcos Blvd #200
San Marcos, CA 92069
  • (760) 471-1312
MVP American Securities
12730 High Bluff Drive
San Diego, Ca 92130
  • (858) 369-7959
Bliss & Glennon, Inc.
940 Canterbury Place Ste 200
Escondido, CA 92025
  • (760) 737-7979
Silvergate Bank
128 N. Broadway
Escondido, CA 92025
  • (760) 839-2823
US Bank
131 N El Camino Real
Encinitas, CA 92024
  • (760) 632-3621
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
  • (760) 803-3276
Access Health Insurance Services Inc.
819 W. San Marcos Blvd.
San Marcos, CA 92078
  • (760) 727-9000
All Merchant Services Group
260 Springcreek Rd. Ste. 102
San Marcos, CA 92069
  • (760) 666-0326
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
  • (303) 514-6385
Pacific Western Bank
900 Canterbury Place, Ste 100
Escondido, CA 92025
  • (760) 432-1350
Geico Insurance
711 Center Dr. #103
San Marcos, CA 92069
  • (760) 753-7907
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
  • (760) 738-1400
California Bank & Trust
4320 La Jolla Village Dr. Suite 303
San Diego, CA 92122
  • (858) 623-3120
Aflac - Robin Mann
2888 Loker Ave East
Carlsbad, CA 92010
  • (760) 931-1115
Navy Federal Credit Union
709 Center Drive, #102
San Marcos, CA 92069
  • (760) 740-6060
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
  • (760) 737-7640
Wells Fargo Home Mortgage - Constance Brogan
6046 El Tordo Street, Suite 1-A
Rancho Santa Fe, CA 92067
  • (619) 922-7939
Wells Fargo + Company
500 La Terraza Blvd., Suite 200
Escondido, CA 92025
  • (760) 432-5312
Pacific Marine Credit Union
PO Box 555235
Camp Pendleton, CA 92055
  • (760) 510-1872
California Bank & Trust
140 Civic Center Drive
Vista, CA 92084
JDP Mortgage
215 S. Pacific Street
San Marcos, CA 92078
  • (760) 798-0383
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
  • (858) 673-6710
Torrey Pines Bank
2760 Gateway Rd.
Carlsbad, CA 92009
  • (760) 444-8405
Bank of Southern California
Attn: Accounts Payable
Carlsbad, CA 92010
  • (760) 599-7044
Ron Wilson Insurance Agency
830 E. Vista Way, Suite 105
Vista, CA 92085
  • (760) 705-6553
Aflac
1947 Camino Vida Roble Ste 106
Carlsbad, CA 92008
  • (858) 775-0259
Farmers Insurance - Gerry Butler
16516 Bernardo Center Dr #150
San Diego, CA 92128
  • (858) 485-5099
Loren H. Evans - Life & Health
1290 Rue Saint Moritz
San Marcos, CA 92078
  • (760) 891-0842
Wells Fargo Bank
145 N. Escondido BLVD
Escondido, CA 92025
  • (760) 743-1912
US Bank
675 S. Rancho Santa Fe Rd.
San Marcos, CA 92078
  • (760) 471-0350
Edward Jones
3410 Del Lago Blvd Suite 102
Escondido, CA 92029
  • (760) 738-8156
Brouwer Insurance Agency
725 e. valley pkwy
Escondido, CA 92025
  • (760) 745-5151
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
  • (760) 741-3159
Accretive Investments, Inc.
12275 El Camino Real, Suite 110
San Diego, CA 92130
  • (858) 546-0700
Martinez & Associates, Inc.
1531 Grand Avenue, Ste D
San Marcos, CA 92078
  • (760) 752-1610
Pacific Standard Insurance Services, Inc
431 W Grand Ave, Suite 203
Escondido, CA 92025
  • (760) 294-1017
C2 Financial Corporation
14382 Crestwood Ae.
Poway, CA 92064
  • (858) 829-3015
The Mangement Group by J Morgan
San Marcos, CA 92078
Nationwide Insurance-Justin Hardin Agency
162 S. Rancho Santa Fe Rd. Ste E100
Encinitas, CA 92024
  • (877) 260-7103
Mann Mortgage
410 Coronado Hills Drive
San Marcos, CA 92078
  • (760) 304-8131
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
  • (858) 597-7796
North County Insurance
940 Canterbury Place, Ste 100
Escondido, CA 92025
  • (760) 745-9511
American West Bank
355 W. Grand Avenue
Escondido, CA 92025
  • (760) 520-0400
Raymond Companies
960 Canterbury Place Ste. 360
Escondido, CA 92025
  • (760) 745-2400
Edward Jones
157 N. Twin Oaks Valley Rd. Ste 130
San Marcos, CA 92069
  • (760) 752-9733
Mission Office Park
504 West Mission
Escondido, CA 92025
  • (858) 539-3340
Health Plans for Less
527 E. 5th Ave
Escondido, CA 92025
  • (760) 644-6272
Dennis Alan Root Commercial Insurance
PO Box 2048
San Marcos, CA 92069
  • (760) 471-9952
California Coast Credit Union
962 W Valley Parkway
Escondido, CA 92025
  • (760) 291-3340
Colonial Life - Lee Truoeau
10920 Via Frontera #440
San Diego, CA 92127
  • (858) 353-4548
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
  • (760) 746-1792
Amisano Insurance Agency
1882 W El Norte Parkway
Escondido, CA 92078
  • (760) 788-1181
Sierra Pacific Mortgage
8954 Rio San Diego Drive #112
San Diego, CA 92108
  • (858) 444-7805
First California Bank
320 W Mission Ave
Escondido, CA 92025
  • (760) 745-9370
CHASE San Elijo Branch
1705 San Elijo Rd
San Marcos, CA 92078
  • (877) 471-7348
Jim Pennock - Farmers Insurance
PO Box 2454
San Marcos, CA 92078
  • (760) 798-1926
Owen Coyle, Reverse Mortgage Specialist
8975-403 Lawrence Welk Drive
Escondido, CA 92026
  • (760) 484-6660
Edward Jones
1921 W San Marcos Blvd Ste 100
San Marcos, CA 92078
  • (760) 734-3744
California Bank and Trust
613 W. Valley Parkway, Suite101
Escondido, CA 92025
  • (760) 741-3312
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
  • (760) 599-1040
Bank of America
450 B Street, Floor 15
San Diego, CA 92101
  • (619) 515-7018
Cambridge Tax Solutions
910 W San Marcos Blvd Ste. 103
San Marcos, CA 92078
  • (760) 752-1000