Accounting
Balin Accountancy Corporation, Barry J. Kohn, CPA Firm, Blum and Clark Accountancy Group, Brodshatzer, Wallace, Spoon and Yip, Bruno, Mack and Barclay, Byte Bender Business Services, Cobb, Stees and Company, LLP, Considine & Considine, Curtis E. McAllaster, CPA, D'Angelo & Associates LLP
Insurance
Barney & Barney, Byco Insurance Services, Cavignac & Associates, Gaslamp Insurance, GD Financial Corp., Golden Eagle Insurance Corp., ICW Group, Michael Hill - Allstate Insurance, Mike Morrell - State Farm Insurance, Nico Insurance Services, Inc.
Mortgages
Allegiant Mortgage, American Internet Mortgage, Inc., Assured Financial Services, Inc., Atlantic Pacific Home Loans, CalPacific Mortgage Consultants, Capital Resource, Cassel Financial Group, Coastal Cities Mortgage Group, Craig Beukelman - Lawyer's Title, Craig O'Neil - Pacific Republic Mortgage
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.
Asset Recovery Specialists
Sells end-of-lease and repossessed computer systems and accessories. List of available items. Offices in San Diego and Charlotte, NC.
AutoPawn of California
Provides short-term car title loans. Includes loan information and an application form. Based in San Diego and serves California.
Avocet Ventures
Venture capital firm focused on the healthcare and technology sectors. Includes investment requirements, news, and contacts.
Bair Financial Group
Financial planning firm offering insurance, investment, and employee benefits consulting. Description of services.
Bankruptcy Relief Network
Consolidation and debt reduction services for consumers considering bankruptcy. Includes overview of the procedure, case study, FAQ, consultation, and articles.
Brian D. Lowder, Inc.
Fee-only financial planning and management firm. Includes news, research, quotations, company profile, and client-only resources.
Cafiero Tax and Financial Services
Financial consulting, including retirement plans and insurance. Includes ideas for planning education, estates, investments, and family finances.
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.
Centara Capital Management Group, LLC
Provides financial planning for seniors. Includes seminar schedule, retirement advice, and links.
Consumer Credit Counseling Service
Financial counseling, debt repayment programs, education workshops, and housing programs. Includes information on services offered, articles, and FAQs.
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.
CuraDebt, Inc.
Debt consolidation, negotiation, and settlement. Includes rate quotations, testimonials, free contest, and contacts.
Debt Acquisition Company of America
Debt consolidation. Facts about bankruptcy, services offered, FAQs, and contacts.
DebtCo LLC
Offers debt negotiation and credit repair services. Online calculator figures time to pay off debts. Contacts and news.
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.
Dunham & Associates
Investment advisor and broker/dealer. Includes newsletter, news, and data restricted to clients.
First Allied Securities, Inc.
San Diego-based independent broker with national branches. Includes news, careers, and company profile.
First Future Credit Union
Membership is open to select employee groups. Includes account and loan information, careers, and contacts.
Forward Ventures
Venture capital firm specializing in early-stage biotechnology and health care companies. Includes investment criteria, current portfolio, news, and contacts.
GD Financial Service
Financial planning and tax consulting firm of Gary Dennis. Includes tax organizer, financial indexes, and firm profile.
GFH Financial
Financial advice. Research, charts/graphs, calculators, and contact information.
Goipo.com
Consultants in the field of initial public offerings, private placements, mergers, and acquisitions. Services and information about financing.
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.
Lender Support Systems, Inc
Specializing in mortgage software, direct loan servicing, and loan documents. Description of services.
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.
Medical Financial Solutions
Provides medical billing, cpt code analysis, and claims filing.
Merrithew & Thorsten, Inc.
Financial planners offering fee-only financial planning services. Types of services and profiles of planners.
Mission Ventures
Venture capital firm specializing in Southern California early-stage information technology, healthcare, and service companies. Investment criteria and careers.
Mutual BanCorp
Provides business financing and purchases settlements, lotteries, trust deeds, business notes, and farm subsidies. Description of services.
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.
Permanent Value, Inc.
Handles asset management, retirement planning, and employee benefits. Description of programs, including courses offered.
Primary Funding Corporation
Factoring services. Includes: how this form of financing works, business alliances, and contacts.
Princeton Daytrading, LLC
Brokerage geared toward day traders, offering training in technical methods. Trading handled in San Diego office or on line.
Raymond J. Lucia Financial Services
Financial planning, employee benefits, investment management, professional practice management. Profile of company and services.
RPC Financial Services, Inc.
Professional property tax consulting and assessment appeal representation. Application forms and contact information.
San Diego Commercial Finance
Factoring programs, credit and collection services, and account management. Includes: about the company, pricing, and procedures.
Santel Federal Credit Union
Serves employees of over 300 companies including Pacific Bell, AT&T and Western Electric.
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.
Stinson Financial Group
Offers residential mortgage and finance services for home owners nationwide. Information and online application.
Stolper & Company
Investment advisory firm for high net worth clients. Profile of the company and Michael Stolper, author of "Wealth: an Owner's Manual."
Sunrise Bank of San Diego
Personal, small business, and professional services. Business mission and map.
The Leasing Group
Lease financing for business clients. Includes advantages for the client and types of services available.
The Mohr Group
Provides retirement, estate, and business succession planning to business owners, executives, professionals, and retirees. Services offered, biographies, and contacts.
Thornton Capital Advisors, Inc.
Financing, securitizing, purchasing, and servicing assets. Includes news, biographies, contacts, and map.
USA Federal Credit Union
Serves active and retired military personnel, defense contractors, federal employees, and select employee groups. Products and services.
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.
Venture Catalyst
Venture capital firm specializing in helping tribal communities to build businesses, particularly in the gaming industry.
Western Financial Planning Corp.
Retirement, college, and estate planning. Description of services, financial planning tips, careers, and contacts.
Wheeler/Frost Associates, Inc.
Registered investment manager. Includes quarterly newsletter, portfolio tips, and online seminars.
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.