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Finance & Insurance

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MyPoint Credit Union
At any of our branches, call center or online

10413 Craftsman Way, Suite 102
San Diego, CA 92127

Mon-Thur: 9:00 am to 5:00pm
Fri: 9:00am to 6:00pm
Sat: 9:00am to 4:00pm
10413 Craftsman Way, 4S Commons
San Diego, CA 92127
  • Website
  • (858) 485-0812
San Diego County Credit Union - Temecula North
29097 Overland Drive
Temecula, CA 92591
  • Website
  • (877) 732-2848
San Diego County Credit Union - Kearny Mesa
5555 Overland Avenue
San Diego, CA 92123
  • Website
  • (877) 732-2848
California Coast Credit Union - Oceanside
3485 Marron Road
Oceanside, CA 92056
  • Website
  • (877) 495-1600
San Diego County Credit Union - San Marcos
790 West San Marcos Boulevard
San Marcos, CA 92078
  • Website
  • (877) 732-2848
San Diego County Credit Union - UTC Regents
7708 Regents Road
San Diego, CA 92122
  • Website
  • (877) 732-2848
Wheelhouse Credit Union
Wheelhouse Credit Union
Wheelhouse Credit Union is an approved SBA Payment Protection Program lender. We would like to do our part to help small businesses during this pandemic.
9212 Balboa Ave
San Diego, Ca 92123
  • Website
  • (619) 278-5816
San Diego County Credit Union - La Costa
7630 Via Campanile, Ste. 138
Carlsbad, CA 92009
  • Website
  • (877) 732-2848
ISU Insurance Services - Cormarc Tasman
ISU Insurance Services - Cormarc Tasman
Call us first and arrangements can be made.
25220 Hancock Ave #200
Murrieta, CA 92562
  • Website
  • (951) 290-5040
San Diego County Credit Union - Corporate
6545 Sequence Dr
San Diego, CA 92121
  • Website
  • (877) 732-2848
San Diego County Credit Union - Chula Vista
3031 H Street
Chula Vista, CA 91910
  • Website
  • (877) 732-2848
California Coast Credit Union
California Coast Credit Union
All of our branches are open with the exception of our San Diego State University and Solar Turbine locations. We are also serving our members over the phone and online.
9201 Spectrum Center Blvd, Ste 300
San Diego, CA 92123
  • Website
  • (858) 636-4229
California Coast Credit Union - San Marcos
140 Knoll Rd
San Marcos, CA 92069
  • Website
  • (877) 495-1600
Rise Consulting Group, LLC
Rise Consulting Group, LLC
Contact by phone (858) 683-6000 or email info@risecg.com
11848 Bernardo Plaza Court, Ste 230
San Diego, CA 92128
  • Website
  • (888) 986-7473
Pay it Forward Processing/Every Swipe Benefits Charity
Pay it Forward Processing/Every Swipe Benefits Charity
Pay it Forward Processing is a nationwide full service Merchant Card Processing company. Our executive team has over 52 years of direct business experience with 22 years in the processing industry.
350 W. 9th Avenue, Ste 208
Escondido, CA 92025
  • Website
  • (858) 771-0076
Merrill Lynch, RB
Physical locations are closed to the public but we are available by phone or email.
11811 Bernardo Plaza Court
San Diego, CA 92128
  • Website
  • 858-673-6700
Northern Trust Wealth Management
4747 Executive Drive, Ste 1100
San Diego, CA 92121
  • (858) 449-5173
BJA Partners
We can answer employer and employee questions regarding insurance and insurance premiums, how they relate to lay-off and/or furloughs. Questions regarding CA mandated PTO as it relates to CoVid-19?
11405 W. Bernardo Court
San Diego, CA 92127
  • Website
  • (858) 376-1800 ext 201
Lori Long State Farm Agent
10845 Rancho Bernardo Rd #102
San Diego, CA 92127
  • (858) 451-0010
College Planning Source
10875 Rancho Bernardo Road, Ste 115
San Diego, CA 92127
  • Website
  • (858) 676-0700
San Diego County Credit Union - San Ysidro
2036 Dairy Mart Road, Suite 140
San Ysidro, CA 92173
  • Website
  • (877) 732-2848
San Diego County Credit Union - Balboa-Genesee
5407 Balboa Ave. Ste. 420
San Diego, CA 92111
  • Website
  • (877) 732-2848
California Coast Credit Union - Clairemont
4265 Genesee Ave
San Diego, CA 92117
  • Website
  • (877) 495-1600
San Diego County Credit Union - Murrieta
25165 Madison Avenue
Murrieta, CA 92562
  • Website
  • (877) 732-2848
Rose Insurance Solutions Inc
25448 Rue De Fleur
Escondido, CA 92026
  • Website
  • (760) 803-7565
San Diego County Credit Union - Carmel Mountain
2530 Carmel Mountain Rd Suite C-1
San Diego, CA 92128
  • Website
  • (877) 732-2848
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
  • Website
  • (858) 385-5100
San Diego County Credit Union - Del Mar
12980 Carmel Country Road Suite C-100
San Diego, CA 92130
  • Website
  • (877) 732-2848
San Diego County Credit Union - Laguna Niguel
32341 Golden Lantern
Suite A
Laguna Niguel, CA 92677
  • Website
  • (877) 732-2848
San Diego County Credit Union - Mira Mesa
6705 Mira Mesa Boulevard
San Diego, CA 92121
  • Website
  • (877) 732-2848
California Coast Credit Union - Temecula
32170 Temecula Pky.
Building C
Temecula, CA 92592
  • Website
  • (877) 495-1600
San Diego County Credit Union - Oceanside
625 College Boulevard
Oceanside, CA 92057
  • Website
  • (877) 732-2848
Seawise Financial
Seawise Financial
Seawise Financial is a financial planner located in San Diego, CA. We work with San Diego residents providing retirement planning, investment management, and tax advice.
120 Birmingham Drive, Suite 240F
Cardiff by the Sea, CA 92007
  • Website
  • (619) 738-3079
San Diego County Credit Union - La Jolla/Torrey Pines
3366 N. Torrey Pines Court
Suite 100
La Jolla, CA
  • Website
  • (877) 732-2848
Inter Capital Network
Just email me at Christian@intercapitalnetwork.com or call me at (858) 335-4868 from 9:00 am to 5:00 pm PST.
10260 Treena St Suite 230
San Diego, CA 92131
  • Website
  • (844) 938-6333
NPC Payments
NPC Payments
7665 Hazard Center Drive
San Diego, CA 92108
  • Website
  • (858) 495-9111
San Diego County Credit Union - Sports Arena
3455 Sports Arena Boulevard
San Diego, CA 92110
  • Website
  • (877) 732-2848
Allstate Insurance Companies - Hill Agency
4550 Kearny Villa Rd Ste 101
San Diego, CA 92123
  • Website
  • (858) 569-0500
Michele Laden
Michele Laden
991c Lomas Santa Fe, Ste 130
Solana Beach, CA 92075
  • (858) 922-5571
Aflac
6305 Lusk Blvd
San Diego, CA 92121
  • Website
  • (858) 429-5426
San Diego County Credit Union - Pacific Beach
1664 Garnet Avenue
San Diego, CA 92109
  • Website
  • (877) 732-2848
California Coast Credit Union - La Mesa
8002 La Mesa Blvd
San Diego, CA 91942
  • Website
  • (877) 495-1600
Allen Barron, Inc.
We are offering Teleconference and Video Conferencing Options
16745 West Bernardo Drive, Ste 260
San Diego, CA 92127
  • Website
  • (858) 304-0947
California Coast Credit Union - Scripps Ranch
9825 Mira Mesa Blvd.
San Diego, CA 92131
  • Website
  • (877) 495-1600
San Diego County Credit Union - Encinitas
501 N. El Camino Real
Encinitas, CA 92024
  • Website
  • (877) 732-2848
San Diego County Credit Union - Carlsbad
2530 El Camino Real
Carlsbad, CA 92008
  • Website
  • (877) 732-2848
California Coast Credit Union - SDSU Student Union
5500 Campanile Dr.
San Diego, CA 92182
  • Website
  • (877) 495-1600
California Coast Credit Union - Murrieta
24716 Madison Ave
Murrieta, CA 92562
  • Website
  • (877) 495-1600
San Diego County Credit Union - Temecula
31693 Temecula Parkway
Temecula, CA 92592
  • Website
  • (877) 732-2848
San Diego County Credit Union - Point Loma
1004 Rosecrans Street
San Diego, CA 92106
  • Website
  • (877) 732-2848
San Diego County Credit Union - Poway
14099 Stowe Drive
Poway, CA 92064
  • Website
  • (877) 732-2848
Cetera Investors - Lori Wilson
9275 Sky Park Ct, Ste 425
San Diego, CA 92123
  • (619) 850-2262
San Diego County Credit Union - El Cajon
312 W. Main Street
El Cajon, CA 92020
  • Website
  • (877) 732-2848
Prudential
7676 Hazard Center Drive, Ste 600
San Diego, CA 92108
  • Website
  • (619) 543-8140
California Coast Credit Union - Encinitas
429 Santa Fe Dr.
Encinitas, CA 92024
  • Website
  • (877) 495-1600
California Coast Credit Union - Santee
9808 Mission Gorge Rd.
Suite A
Santee, CA 92071
  • Website
  • (877) 495-1600
California Coast Credit Union - Poway
13616 Poway Rd.
Suite 200
Poway, CA 92064
  • Website
  • (877) 495-1600
Frontwave Credit Union
1645 S. Centre City Pkwy
Escondido, CA 92025
  • (800) 736-4500 ext 2424
San Diego County Credit Union - Mission Valley
2245 Fenton Parkway
Suite 107
San Diego, CA 92108
  • Website
  • (877) 732-2848
San Diego County Credit Union - Eastlake
2280 Otay Lakes Road
Chula Vista, CA 91915
  • Website
  • (877) 732-2848
Financial Sense Wealth Management
Financial Sense Wealth Management
858.487.3939 or 888.486.3939
grow@financialsense.com
10809 Thornmint Rd, 2nd Fl
San Diego, California 92127
  • Website
  • (858) 487-3939
Adeyemi Atiba- One San Diego Financial Strategies
5857 Owens Ave
300
Carlsbad, CA 92008
  • (760) 760-9005
Axos Bank
4225 Oceanside Blvd Ste H-152
Oceanside, California 92056
  • (760) 214-2449
California Coast Credit Union - Escondido
962 West Valley Pky
Escondido, CA 92025
  • Website
  • (877) 495-1600
San Diego County Credit Union - Solana Beach
665 San Rodolfo Drive
Suite 110
Solana Beach, CA
  • Website
  • (877) 732-2848
San Diego County Credit Union - Sorrento Valley
10715 Sorrento Valley Road
San Diego, CA 92121
  • Website
  • (877) 732-2848
UBS Financial Services, Inc.
Torrey Pines Wealth Management provides comprehensive wealth management solutions for a select group of business owners, executives and high net worth families.
12220 El Camino Real, Ste 400
San Diego , CA 92130
  • Website
  • (858) 947-7094
San Diego County Credit Union - Rancho Penasquitos
13173 Black Mountain Road Suite 3
San Diego, CA 92129
  • Website
  • (877) 732-2848
California Coast Credit Union - Murrieta
40230 Murrieta Hot Springs Rd
Murrieta, CA 92563
  • Website
  • (877) 495-1600
San Diego County Credit Union - La Mesa
8555 Fletcher Parkway, Suite 101
La Mesa, CA 91942
  • Website
  • (877) 732-2848
California Coast Credit Union - Kearny Mesa
4285 Ruffin Road
San Diego, CA 92123
  • Website
  • (877) 495-1600
San Diego County Credit Union - Escondido
150 E. Valley Parkway
Escondido, CA 92025
  • Website
  • (877) 732-2848
San Diego County Credit Union - Santee
286 Town Center Parkway
Santee, CA 92071
  • Website
  • (877) 732-2848
O'Reilly Wealth Advisors LLC
O'Reilly Wealth Advisors LLC
O'Reilly Wealth Advisors is a registered investment advisory firm. We are Retirement Plan Consultants to 401(k) and other retirement plans. We serve families with holistic planning and investing.
6221 Paseo Alta Rico
Carlsbad, CA 92009
  • Website
  • (760) 504-6040
Center for Executive Excellence
Center for Executive Excellence
Driven by the premise that excellence is the result of aligning people, purpose and performance, CEE facilitates training in leading self, leading teams and leading organizations.
7001 Crystalline Drive
Carlsbad, CA 92011
  • Website
  • (760) 521-6382
Card Connect - First Data
I can handle setting up payment platforms for their businesses remotely so that they can maintain cash flow during this time. I have platforms that will help them with phone sales and e-commerce sales
3217 San Tomas Dr
Oceanside, CA 92056
  • (760) 473-7703
California Coast Credit Union - El Cajon
898 Jackman St.
El Cajon, CA 92020
  • Website
  • (877) 495-1600
San Diego County Credit Union - Rancho Bernardo
11965 Bernardo Plaza Drive Suite 169
San Diego, CA 92128
  • Website
  • (877) 732-2848
Pacific Western Bank
Customers can continue to use and make deposits at our Night Depository to the left of the bank's front doors or at our ATM. They can also be helped in the drive-thru at our Escondido location.
900 Canterbury Pl, Ste 100
Escondido, CA 92025
  • Website
  • (858) 451-9100
Torrey Pines Bank
12220 El Camino Real, Ste 110
San Diego, CA 92130
  • (858) 792-4894
San Diego County Credit Union - North Park
3180 University Avenue
San Diego, CA
  • Website
  • (877) 732-2848
Omni Financial
San Diego, CA 92127
Fifth Avenue Insurance Services
PO Box 600550
San Diego, CA 92160
  • (760) 745-2151
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
  • (760) 521-0762
North County Insurance
940 Canterbury Place, Ste 100
Escondido, CA 92025
  • (760) 745-9511
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
  • (760) 599-1040
Wells Fargo + Company
500 La Terraza Blvd., Suite 200
Escondido, CA 92025
  • (760) 432-5312
Edward Jones
1921 W San Marcos Blvd Ste 100
San Marcos, CA 92078
  • (760) 734-3744
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
  • (858) 597-7796
Nationwide Insurance-Justin Hardin Agency
162 S. Rancho Santa Fe Rd. Ste E100
Encinitas, CA 92024
  • (877) 260-7103
Jim Pennock - Farmers Insurance
PO Box 2454
San Marcos, CA 92078
  • (760) 798-1926
Torrey Pines Bank - Carlsbad
2760 Gateway Rd.
Carlsbad, CA 92009
  • (760) 444-8405
All Merchant Services Group
260 Springcreek Rd. Ste. 102
San Marcos, CA 92069
  • (760) 666-0326
First Republic Bank
116 East Grand Ave
Escondido, CA 92025
  • (760) 740-7000
Geico Insurance
711 Center Dr. #103
San Marcos, CA 92069
  • (760) 753-7907
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
  • (858) 259-6300
Bank of America
450 B Street, Floor 15
San Diego, CA 92101
  • (619) 515-7018
Loren H. Evans - Life & Health
1290 Rue Saint Moritz
San Marcos, CA 92078
  • (760) 891-0842
First California Bank
320 W Mission Ave
Escondido, CA 92025
  • (760) 745-9370
California Bank & Trust
978 W. San Marcos Blvd.
San Marcos, CA 92078
  • (760) 471-3000
Ron Wilson Insurance Agency
830 E. Vista Way, Suite 105
Vista, CA 92085
  • (760) 705-6553
Martinez & Associates, Inc.
1531 Grand Avenue, Ste D
San Marcos, CA 92078
  • (760) 752-1610
State Farm Insurance - Katherine Dottore
250 S. Pacific St. Ste 103
San Marcos, CA 92078
  • (760) 471-6111
Health Plans 4 Less
470 South Rancho Santa Fe Rd
San Marcos, CA 92078
  • (760) 715-9766
Farmers Insurance - Gerry Butler
16516 Bernardo Center Dr #150
San Diego, CA 92128
  • (858) 485-5099
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
  • (623) 261-7541
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
  • (303) 514-6385
Pactrust Bank
1642 W San Marcos Blvd.
San Marcos, CA 92078
  • (760) 744-0273
California Bank and Trust
613 W. Valley Parkway, Suite101
Escondido, CA 92025
  • (760) 741-3312
CommerceWest Bank
338 Via Vera Cruz
San Marcos, CA 92078
  • (760) 736-8900
Health Plans for Less
527 E. 5th Ave
Escondido, CA 92025
  • (760) 644-6272
US Bank
675 S. Rancho Santa Fe Rd.
San Marcos, CA 92078
  • (760) 471-0350
California Bank & Trust
4320 La Jolla Village Dr. Suite 303
San Diego, CA 92122
  • (858) 623-3120
Edward Jones
157 N. Twin Oaks Valley Rd. Ste 130
San Marcos, CA 92069
  • (760) 752-9733
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
  • (760) 741-3159
Owen Coyle, Reverse Mortgage Specialist
8975-403 Lawrence Welk Drive
Escondido, CA 92026
  • (760) 484-6660
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
  • (760) 788-5953
Accretive Investments, Inc.
12275 El Camino Real, Suite 110
San Diego, CA 92130
  • (858) 546-0700
Green Earth Insurance Solutions
725 S Rancho Sante Fe Rd
San Marcos, CA 92078
  • (855) 222-2007
American West Bank
355 W. Grand Avenue
Escondido, CA 92025
  • (760) 520-0400
MVP American Securities
12730 High Bluff Drive
San Diego, Ca 92130
  • (858) 369-7959
CHASE San Elijo Branch
1705 San Elijo Rd
San Marcos, CA 92078
  • (877) 471-7348
Regents Bank
8996 Miramar Road Ste 100
San Diego, CA 92126
  • (858) 444-3390
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
  • (760) 738-1400
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
  • (760) 746-1792
Aflac
1947 Camino Vida Roble Ste 106
Carlsbad, CA 92008
  • (858) 775-0259
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
  • (760) 737-7640
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
  • (858) 673-6723
Sierra Pacific Mortgage
8954 Rio San Diego Drive #112
San Diego, CA 92108
  • (858) 444-7805
California Coast Credit Union
962 W Valley Parkway
Escondido, CA 92025
  • (760) 291-3340
Pacific Standard Insurance Services, Inc
431 W Grand Ave, Suite 203
Escondido, CA 92025
  • (760) 294-1017
Access Health Insurance Services Inc.
819 W. San Marcos Blvd.
San Marcos, CA 92078
  • (760) 727-9000
C2 Financial Corporation
14382 Crestwood Ae.
Poway, CA 92064
  • (858) 829-3015
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
  • (858) 673-6710
Silvergate Bank
128 N. Broadway
Escondido, CA 92025
  • (760) 839-2823
Union Bank of California
669 S. Rancho Santa Fe
San Marcos, CA 92078
  • (760) 744-5161
Wells Fargo Bank
145 N. Escondido BLVD
Escondido, CA 92025
  • (760) 743-1912
Cabrillo Team Realty
447 S. Escondido Blvd.
Escondido, CA 92025
  • (760) 747-2289
Pacific Marine Credit Union
PO Box 555235
Camp Pendleton, CA 92055
  • (760) 510-1872
Amisano Insurance Agency
1882 W El Norte Parkway
Escondido, CA 92078
  • (760) 788-1181
Wells Fargo Home Mortgage - Constance Brogan
6046 El Tordo Street, Suite 1-A
Rancho Santa Fe, CA 92067
  • (619) 922-7939
Kevin S. Svetich CLU, Insurance & Investments
210 S Juniper Street, Suite 104
Escondido, CA 92025
  • (760) 746-4777
WestPac Wealth Partners - Nichole Mayer
750 B Street, Suite 2740
San Diego, CA 92101
  • 619-684-8625
Navy Federal Credit Union
17030 Bernardo Center Drive
San Diego, CA 92128
  • (888) 842-6328
The Mangement Group by J Morgan
San Marcos, CA 92078
Bank of Southern California
Attn: Accounts Payable
Carlsbad, CA 92010
  • (760) 599-7044
US Bank
131 N El Camino Real
Encinitas, CA 92024
  • (760) 632-3621
Brouwer Insurance Agency
725 e. valley pkwy
Escondido, CA 92025
  • (760) 745-5151
Dennis Alan Root Commercial Insurance
PO Box 2048
San Marcos, CA 92069
  • (760) 471-9952
J&A Agency
1771 Cassidy Meadow
San Marcos, CA 92069
  • (760) 471-2831
Colonial Life - Lee Truoeau
10920 Via Frontera #440
San Diego, CA 92127
  • (858) 353-4548
Mission Office Park
504 West Mission
Escondido, CA 92025
  • (858) 539-3340
Edward Jones
3410 Del Lago Blvd Suite 102
Escondido, CA 92029
  • (760) 738-8156
Abrams Insurance Solutions, Inc.
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
  • (858) 764-6459
Western Southern Financial
15373 Innovation Dr Ste 253
San Diego, CA 92128
  • (619) 681-1111
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
  • (760) 803-3276
California Bank & Trust
140 Civic Center Drive
Vista, CA 92084
JDP Mortgage
215 S. Pacific Street
San Marcos, CA 92078
  • (760) 798-0383
Peter Morris
  • (858) 442-4794
Farmer's Insurance - Phil Lindblom
1001 W. San Marcos Blvd #200
San Marcos, CA 92069
  • (760) 471-1312
Farmers Insurance-Paul Smith
720 N Broadway
Escondido, CA 92025
  • (760) 871-0258
Aflac - Robin Mann
2888 Loker Ave East
Carlsbad, CA 92010
  • (760) 931-1115
Mann Mortgage
410 Coronado Hills Drive
San Marcos, CA 92078
  • (760) 304-8131
Cambridge Tax Solutions
910 W San Marcos Blvd Ste. 103
San Marcos, CA 92078
  • (760) 752-1000
Comerica Bank
260 W Grand Ave
Escondido, CA 92025
  • (760) 975-0142
Bliss & Glennon, Inc.
940 Canterbury Place Ste 200
Escondido, CA 92025
  • (760) 737-7979
Navy Federal Credit Union
709 Center Drive, #102
San Marcos, CA 92069
  • (760) 740-6060
Raymond Companies
960 Canterbury Place Ste. 360
Escondido, CA 92025
  • (760) 745-2400
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Economic Development & Advocacy
Health
Military Affairs
Tourism

EVENTS

Event Calendar
Regional Connect Networking

Leadership Academy
Celebration of Business
Honoring Our Region's Heroes
San Diego Women's Week

10875 Rancho Bernardo Road, Suite 106 | San Diego, CA 92127 | Ph (858) 487-1767 | FAX (858) 487-8051

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