Finance & Insurance
grow@financialsense.com
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
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.
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858.487.3939 or 888.486.3939
10809 Thornmint Rd, 2nd Fl
San Diego, CA 92127
29097 Overland Drive
Temecula, CA 92591
4265 Genesee Ave
San Diego, CA 92117
150 E. Valley Parkway
Escondido, CA 92025
3485 Marron Road
Oceanside, CA 92056
12062 Woodside Avenue, Ste 102
Lakeside, CA 92040
8555 Fletcher Parkway, Suite 101
La Mesa, CA 91942
At any of our branches, call center or online
10413 Craftsman Way, 4S Commons
San Diego, CA 92127
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
13173 Black Mountain Road Suite 3
San Diego, CA 92129
2530 El Camino Real
Carlsbad, CA 92008
Call us first and arrangements can be made.
25220 Hancock Ave #200
Murrieta, CA 92562
9275 Sky Park Ct, Ste 425
San Diego, CA 92123
5500 Campanile Dr.
San Diego, CA 92182
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
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
10715 Sorrento Valley Road
San Diego, CA 92121
32170 Temecula Pky.
Building C
Temecula, CA 92592
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
7676 Hazard Center Drive, Ste 600
San Diego, CA 92108
501 N. El Camino Real
Encinitas, CA 92024
14099 Stowe Drive
Poway, CA 92064
7630 Via Campanile, Ste. 138
Carlsbad, CA 92009
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
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
Poway, CA 92064
32341 Golden Lantern
Suite A
Laguna Niguel, CA 92677
6705 Mira Mesa Boulevard
San Diego, CA 92121
13616 Poway Rd.
Suite 200
Poway, CA 92064
10875 Rancho Bernardo Road, Ste 115
San Diego, CA 92127
4285 Ruffin Road
San Diego, CA 92123
5407 Balboa Ave. Ste. 420
San Diego, CA 92111
9825 Mira Mesa Blvd.
San Diego, CA 92131
25165 Madison Avenue
Murrieta, CA 92562
5252 Balboa Avenue, #500
San Diego, CA 92117
12980 Carmel Country Road Suite C-100
San Diego, CA 92130
2530 Carmel Mountain Rd Suite C-1
San Diego, CA 92128
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
11956 Bernardo Plaza Dr PMB 343
San Diego, CA 92128
11965 Bernardo Plaza Drive Suite 169
San Diego, CA 92128
12220 El Camino Real, Ste 110
San Diego, CA 92130
We are offering Teleconference and Video Conferencing Options
16745 West Bernardo Drive, Ste 260
San Diego, CA 92127
24716 Madison Ave
Murrieta, CA 92562
1664 Garnet Avenue
San Diego, CA 92109
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
286 Town Center Parkway
Santee, CA 92071
3031 H Street
Chula Vista, CA 91910
4747 Executive Drive, Ste 1100
San Diego, CA 92121
140 Knoll Rd
San Marcos, CA 92069
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
2280 Otay Lakes Road
Chula Vista, CA 91915
13520 Evening Creek Drive No, Ste 520
San Diego, CA 92128
1004 Rosecrans Street
San Diego, CA 92106
790 West San Marcos Boulevard
San Marcos, CA 92078
31693 Temecula Parkway
Temecula, CA 92592
6545 Sequence Dr
San Diego, CA 92121
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).
16536 Bernardo Center Dr
San Diego, CA 92128
3455 Sports Arena Boulevard
San Diego, CA 92110
3366 N. Torrey Pines Court
Suite 100
La Jolla, CA
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
962 West Valley Pky
Escondido, CA 92025
9808 Mission Gorge Rd.
Suite A
Santee, CA 92071
7708 Regents Road
San Diego, CA 92122
3180 University Avenue
San Diego, CA
625 College Boulevard
Oceanside, CA 92057
665 San Rodolfo Drive
Suite 110
Solana Beach, CA
429 Santa Fe Dr.
Encinitas, CA 92024
898 Jackman St.
El Cajon, CA 92020
8002 La Mesa Blvd
San Diego, CA 91942
2245 Fenton Parkway
Suite 107
San Diego, CA 92108
40230 Murrieta Hot Springs Rd
Murrieta, CA 92563
Local credit union started serving the financial needs of Marines, sailors and civilian employees living in Southern California, we now have 14 branches and are headquartered in Oceanside, California
670 W San Marcos Blvd Suite 101
San Marcos, CA 92078
5555 Overland Avenue
San Diego, CA 92123
25448 Rue De Fleur
Escondido, CA 92026
Contact by phone (858) 683-6000 or email info@risecg.com
11848 Bernardo Plaza Court, Ste 230
San Diego, CA 92128
312 W. Main Street
El Cajon, CA 92020
4275 Executive Square, Ste 800
La Jolla, CA 92037
2036 Dairy Mart Road, Suite 140
San Ysidro, CA 92173
Physical locations are closed to the public but we are available by phone or email.
11811 Bernardo Plaza Court
San Diego, CA 92128
San Diego, CA 92127
Cabrillo Team Realty
447 S. Escondido Blvd.
Escondido, CA 92025
Fifth Avenue Insurance Services
PO Box 600550
San Diego, CA 92160
Access Health Insurance Services Inc.
819 W. San Marcos Blvd.
San Marcos, CA 92078
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
Farmer's Insurance - Phil Lindblom
1001 W. San Marcos Blvd #200
San Marcos, CA 92069
Geico Insurance
711 Center Dr. #103
San Marcos, CA 92069
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
Edward Jones
3410 Del Lago Blvd Suite 102
Escondido, CA 92029
First Republic Bank
116 East Grand Ave
Escondido, CA 92025
Jim Pennock - Farmers Insurance
PO Box 2454
San Marcos, CA 92078
Pactrust Bank
1642 W San Marcos Blvd.
San Marcos, CA 92078
Regents Bank
8996 Miramar Road Ste 100
San Diego, CA 92126
Farmers Insurance-Paul Smith
720 N Broadway
Escondido, CA 92025
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
CHASE San Elijo Branch
1705 San Elijo Rd
San Marcos, CA 92078
Kevin S. Svetich CLU, Insurance & Investments
210 S Juniper Street, Suite 104
Escondido, CA 92025
Owen Coyle, Reverse Mortgage Specialist
8975-403 Lawrence Welk Drive
Escondido, CA 92026
Bank of Southern California
Attn: Accounts Payable
Carlsbad, CA 92010
First California Bank
320 W Mission Ave
Escondido, CA 92025
Wells Fargo + Company
500 La Terraza Blvd., Suite 200
Escondido, CA 92025
State Farm Insurance - Katherine Dottore
250 S. Pacific St. Ste 103
San Marcos, CA 92078
MVP American Securities
12730 High Bluff Drive
San Diego, Ca 92130
Bank of America
450 B Street, Floor 15
San Diego, CA 92101
Raymond Companies
960 Canterbury Place Ste. 360
Escondido, CA 92025
Pacific Marine Credit Union
PO Box 555235
Camp Pendleton, CA 92055
Comerica Bank
260 W Grand Ave
Escondido, CA 92025
Ron Wilson Insurance Agency
830 E. Vista Way, Suite 105
Vista, CA 92085
J&A Agency
1771 Cassidy Meadow
San Marcos, CA 92069
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
Cambridge Tax Solutions
910 W San Marcos Blvd Ste. 103
San Marcos, CA 92078
Brouwer Insurance Agency
725 e. valley pkwy
Escondido, CA 92025
California Coast Credit Union
962 W Valley Parkway
Escondido, CA 92025
Pacific Standard Insurance Services, Inc
431 W Grand Ave, Suite 203
Escondido, CA 92025
Navy Federal Credit Union
17030 Bernardo Center Drive
San Diego, CA 92128
American West Bank
355 W. Grand Avenue
Escondido, CA 92025
Silvergate Bank
128 N. Broadway
Escondido, CA 92025
Martinez & Associates, Inc.
1531 Grand Avenue, Ste D
San Marcos, CA 92078
CommerceWest Bank
338 Via Vera Cruz
San Marcos, CA 92078
Aflac - Robin Mann
2888 Loker Ave East
Carlsbad, CA 92010
Abrams Insurance Solutions, Inc.
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
Amisano Insurance Agency
1882 W El Norte Parkway
Escondido, CA 92078
Bliss & Glennon, Inc.
940 Canterbury Place Ste 200
Escondido, CA 92025
US Bank
675 S. Rancho Santa Fe Rd.
San Marcos, CA 92078
Union Bank of California
669 S. Rancho Santa Fe
San Marcos, CA 92078
Accretive Investments, Inc.
12275 El Camino Real, Suite 110
San Diego, CA 92130
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
Mission Office Park
504 West Mission
Escondido, CA 92025
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
California Bank & Trust
978 W. San Marcos Blvd.
San Marcos, CA 92078
Wells Fargo Bank
145 N. Escondido BLVD
Escondido, CA 92025
Mann Mortgage
410 Coronado Hills Drive
San Marcos, CA 92078
Farmers Insurance - Gerry Butler
16516 Bernardo Center Dr #150
San Diego, CA 92128
Peter Morris
C2 Financial Corporation
14382 Crestwood Ae.
Poway, CA 92064
Torrey Pines Bank - Carlsbad
2760 Gateway Rd.
Carlsbad, CA 92009
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
California Bank and Trust
613 W. Valley Parkway, Suite101
Escondido, CA 92025
Health Plans for Less
527 E. 5th Ave
Escondido, CA 92025
All Merchant Services Group
260 Springcreek Rd. Ste. 102
San Marcos, CA 92069
JDP Mortgage
215 S. Pacific Street
San Marcos, CA 92078
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
Aflac
1947 Camino Vida Roble Ste 106
Carlsbad, CA 92008
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
Edward Jones
1921 W San Marcos Blvd Ste 100
San Marcos, CA 92078
California Bank & Trust
4320 La Jolla Village Dr. Suite 303
San Diego, CA 92122
Dennis Alan Root Commercial Insurance
PO Box 2048
San Marcos, CA 92069
Health Plans 4 Less
470 South Rancho Santa Fe Rd
San Marcos, CA 92078
Nationwide Insurance-Justin Hardin Agency
162 S. Rancho Santa Fe Rd. Ste E100
Encinitas, CA 92024
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
Navy Federal Credit Union
709 Center Drive, #102
San Marcos, CA 92069
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
US Bank
131 N El Camino Real
Encinitas, CA 92024
Edward Jones
157 N. Twin Oaks Valley Rd. Ste 130
San Marcos, CA 92069
Wells Fargo Home Mortgage - Constance Brogan
6046 El Tordo Street, Suite 1-A
Rancho Santa Fe, CA 92067
The Mangement Group by J Morgan
San Marcos, CA 92078
North County Insurance
940 Canterbury Place, Ste 100
Escondido, CA 92025
Colonial Life - Lee Truoeau
10920 Via Frontera #440
San Diego, CA 92127
Green Earth Insurance Solutions
725 S Rancho Sante Fe Rd
San Marcos, CA 92078
Axos Bank
4225 Oceanside Blvd Ste H-152
Oceanside, California 92056
Sierra Pacific Mortgage
8954 Rio San Diego Drive #112
San Diego, CA 92108
Western Southern Financial
15373 Innovation Dr Ste 253
San Diego, CA 92128
California Bank & Trust
140 Civic Center Drive
Vista, CA 92084
S A Moore Insurance Services
2658 Del Mar Heights Rd, #245
Del Mar, CA 92014
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
Adeyemi Atiba- One San Diego Financial Strategies
5857 Owens Ave
300
Carlsbad, CA 92008
Loren H. Evans - Life & Health
1290 Rue Saint Moritz
San Marcos, CA 92078