- 4Square Services - Bookkeeping, financial planning, and tax services. Biography of manager James M. Van Landingham, C.F.P.
www.4squareservices.com
- American Mortgage Express - Largest retail mortgage banking company in San Diego and an approved FHA/VA direct lender. List of lending partners, rate quotations, tips on buying a home and getting a loan.
www.amemortgage.com
- Asset Recovery Specialists - Sells end-of-lease and repossessed computer systems and accessories. List of available items. Offices in San Diego and Charlotte, NC.
www.equipmentrecovery.com
- AutoPawn of California - Provides short-term car title loans. Includes loan information and an application form. Based in San Diego and serves California.
www.autopawn.com
- Avocet Ventures - Venture capital firm focused on the healthcare and technology sectors. Includes investment requirements, news, and contacts.
www.avocetventures.com
- Bair Financial Group - Financial planning firm offering insurance, investment, and employee benefits consulting. Description of services.
www.bairfinancial.com
- Bankruptcy Relief Network - Consolidation and debt reduction services for consumers considering bankruptcy. Includes overview of the procedure, case study, FAQ, consultation, and articles.
www.bankruptcyreliefnetwork.com
- Brian D. Lowder, Inc. - Fee-only financial planning and management firm. Includes news, research, quotations, company profile, and client-only resources.
www.bdlowder.com
- Cafiero Tax and Financial Services - Financial consulting, including retirement plans and insurance. Includes ideas for planning education, estates, investments, and family finances.
www.cafierotax.com
- California Coast Credit Union - Membership is open to local school employees, students, parents of students, alumni, and their families. Account and loan information, articles, and online services.
www.calcoastcu.org
- Centara Capital Management Group, LLC - Provides financial planning for seniors. Includes seminar schedule, retirement advice, and links.
www.centaracapital.com
- Consumer Credit Counseling Service - Financial counseling, debt repayment programs, education workshops, and housing programs. Includes information on services offered, articles, and FAQs.
www.cccssdic.org
- Crown Jewelry and Loan - A San Diego pawnshop specializing in large cash loans on jewelry, diamonds, watches, and collectibles. Includes loan terms and pawn facts.
www.pawnsandiego.com
- CuraDebt, Inc. - Debt consolidation, negotiation, and settlement. Includes rate quotations, testimonials, free contest, and contacts.
www.curadebt.com
- Deal Management Systems - Document management. Organizes and indexes company documents, then scans and converts them into a keyword searchable database. Financial and legal services profile.
https://www.masterdealmaker.com
- Debt Acquisition Company of America - Debt consolidation. Facts about bankruptcy, services offered, FAQs, and contacts.
www.daca4.com
- DebtCo LLC - Offers debt negotiation and credit repair services. Online calculator figures time to pay off debts. Contacts and news.
www.debtco.com
- Direct Placement, Inc. - Provides data on the PIPE (private investment in public equities) market through PlacementTracker.com and operates broker DP Securities. Services, investor information, and careers.
www.directplacement.com
- Dunham & Associates - Investment advisor and broker/dealer. Includes newsletter, news, and data restricted to clients.
www.dunham.com
- EZ Payroll LLC - Payroll services for small to medium businesses.
www.ezpayrollservices.com
- First (1st) Source Mortgage - Source for mortgages, refinancing, and debt consolidation. Facts, loan programs, and online application.
www.myweblender.com
- First Allied Securities, Inc. - San Diego-based independent broker with national branches. Includes news, careers, and company profile.
www.firstallied.com
- First Future Credit Union - Membership is open to select employee groups. Includes account and loan information, careers, and contacts.
www.kmfcu.org
- First National Bank of San Diego - Personal, business, and international services. Locations, hours, and employment.
www.fnbsd.net
- Forward Ventures - Venture capital firm specializing in early-stage biotechnology and health care companies. Includes investment criteria, current portfolio, news, and contacts.
www.forwardventures.com
- GD Financial Service - Financial planning and tax consulting firm of Gary Dennis. Includes tax organizer, financial indexes, and firm profile.
www.gdfinancial.net
- GFH Financial - Financial advice. Research, charts/graphs, calculators, and contact information.
www.gfhfinancial.com
- Goipo.com - Consultants in the field of initial public offerings, private placements, mergers, and acquisitions. Services and information about financing.
www.goipo.com
- Integrated Services Group - Provides collection services, strategic debtor evaluation systems, risk assessment, letter campaigns, loan rehabilitation and loan resolution. Includes resumes.
www.isg-sd.com
- J. Bright Henderson, Inc. - An authorized Securities and Exchange Commission (SEC) EDGAR filing service. Includes company profile and fees.
www.filesec.com
- Jaccard Financial Services - Financial planning and advisory firm.
www.jaccardfinancial.com
- Jim Bogart - LPL Financial Services - Financial planner specializing in mutual funds, variable and fixed annuities, retirement planning, insurance, and college planning. Includes information about LPL, an independent brokerage firm.
www.lpl.com/jim.bogart
- Lender Support Systems, Inc - Specializing in mortgage software, direct loan servicing, and loan documents. Description of services.
www.lendersupport.com
- LPL Financial Services - Investment company formed by the merger of Linsco and Private Ledger, offering financial planning, research, investments, and management. Representatives, financial data, and careers.
www.lpl.com
- Medical Financial Solutions - Provides medical billing, cpt code analysis, and claims filing.
www8.inetba.com/medicalfinancialsolutions/index2.ivnu
- Merrithew & Thorsten, Inc. - Financial planners offering fee-only financial planning services. Types of services and profiles of planners.
www.fee-only-planner.com
- Mission Ventures - Venture capital firm specializing in Southern California early-stage information technology, healthcare, and service companies. Investment criteria and careers.
www.missionventures.com
- Mutual BanCorp - Provides business financing and purchases settlements, lotteries, trust deeds, business notes, and farm subsidies. Description of services.
www.cashout.com
- Payment Solutions - Offers CHECK ONE check guarantee service and COLLECT ONE nationwide recovery service for all types of receivables. Includes features offered, careers, and client resources.
www.paymentsolutions.com
- Permanent Value, Inc. - Handles asset management, retirement planning, and employee benefits. Description of programs, including courses offered.
www.permanentvalue.com
- Primary Funding Corporation - Factoring services. Includes: how this form of financing works, business alliances, and contacts.
www.primaryfunding.com
- Princeton Daytrading, LLC - Brokerage geared toward day traders, offering training in technical methods. Trading handled in San Diego office or on line.
www.princetondaytrading.com
- Raymond J. Lucia Financial Services - Financial planning, employee benefits, investment management, professional practice management. Profile of company and services.
www.rjlinc.com
- RPC Financial Services, Inc. - Professional property tax consulting and assessment appeal representation. Application forms and contact information.
www.rpcfinancial.com
- S.G. Zimmerman and Associates - Financial Planners - Provides financial planning and asset management services.
www.sgzimmerman.com
- San Diego Commercial Finance - Factoring programs, credit and collection services, and account management. Includes: about the company, pricing, and procedures.
www.sdcf.com
- Santel Federal Credit Union - Serves employees of over 300 companies including Pacific Bell, AT&T and Western Electric.
www.santel.org
- Sorrento Ventures - Venture capital firm focusing on companies in the health care, electronics, high technology, and consumer products areas. Company profile, criteria, portfolio, contacts, and map.
www.sorrentoventures.com
- Stinson Financial Group - Offers residential mortgage and finance services for home owners nationwide. Information and online application.
www.stinsonfinancial.com
- Stolper & Company - Investment advisory firm for high net worth clients. Profile of the company and Michael Stolper, author of "Wealth: an Owner's Manual."
www.stolperco.com
- Sunrise Bank of San Diego - Personal, small business, and professional services. Business mission and map.
www.sunrisebanksandiego.com
- The Chicago Deffered Exchange Corporation of California - Provides services in financial planning, estate planning, trusts, 1031 exchanges, IRA's, and SEP-IRA's. Information about the company, staff, and services.
www.chicagotrustcalifornia.com
- The Leasing Group - Lease financing for business clients. Includes advantages for the client and types of services available.
www.leasing-group.com
- The Mohr Group - Provides retirement, estate, and business succession planning to business owners, executives, professionals, and retirees. Services offered, biographies, and contacts.
www.mohrgroup.com
- The Preservation Group - Local provider of estate planning and retirement planning services. Headquartered in San Diego, TPG is the sole provider of estate planning for Cal Fed Bank.
www.preservationgroup.com
- Thornton Capital Advisors, Inc. - Financing, securitizing, purchasing, and servicing assets. Includes news, biographies, contacts, and map.
www.thorntonadvisors.com
- USA Federal Credit Union - Serves active and retired military personnel, defense contractors, federal employees, and select employee groups. Products and services.
www.usafedcu.org
- Vaughn Woods Investment Management - A fee-based investment manager, working with the support of Spelman and Co. Site includes information for investors, news, and financial links.
www.spelman.com
- Venture Catalyst - Venture capital firm specializing in helping tribal communities to build businesses, particularly in the gaming industry.
www.vcat.com
- Western Financial Planning Corp. - Retirement, college, and estate planning. Description of services, financial planning tips, careers, and contacts.
www.wfpc.com
- Wheeler/Frost Associates, Inc. - Registered investment manager. Includes quarterly newsletter, portfolio tips, and online seminars.
www.wheelerfrost.com
- Windward Ventures - Venture capital firm specializing in early-stage high growth companies in Southern California. Offices in San Diego and Thousand Oaks. Biographies, portfolio, news, and investment criteria.
www.windwardventures.com
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