Finance & Insurance
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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10260 Treena St Suite 230
San Diego, CA 92131
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
665 San Rodolfo Drive
Suite 110
Solana Beach, CA
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
5555 Overland Avenue
San Diego, CA
1664 Garnet Avenue
San Diego, CA
3031 H Street
Chula Vista, CA
9095 Rio San Diego Dr #400
San Diego, CA 92108
7630 Via Campanile, Ste. 138
Carlsbad, CA 92009
32170 Temecula Pky.
Building C
Temecula, CA 92592
5500 Campanile Dr.
San Diego, CA 92182
8002 La Mesa Blvd
San Diego, CA 91942
286 Town Center Parkway
Santee, CA
Turning aspirations into achievements.
16870 W. Bernardo Dr. Ste. 400
San Diego, CA 92127
3455 Sports Arena Boulevard
San Diego, CA
16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
1441 Main Street # 310
Ramona, CA 92065
25165 Madison Avenue
Murrieta, CA
25448 Rue De Fleur
Escondido, CA 92026
140 Knoll Rd
San Marcos, CA 92069
4775 Seminole Dr #107
San Diego, CA 92115
40230 Murrieta Hot Springs Rd
Murrieta, CA 92563
4285 Ruffin Road
San Diego, CA 92123
11770 Bernardo Plaza Court Suite 270
San Diego, CA 92128
6545 Sequence Dr
San Diego, CA 92121
161 Thunder Dr # 102
Vista, CA 92083
13520 Evening Creek Dr, Suite 500
San Diego, CA 92128
ERISA Defined Contribution Plan Consulting, Design, and Administration
P.O. Box 502048
San Diego, CA 92150-2048
790 West San Marcos Boulevard
San Marcos, CA
14099 Stowe Drive
Poway, CA 92064
8555 Fletcher Parkway
Suite 101
La Mesa, CA
Partnering with families and businesses using our established process to act as your financial GPS. Free consultations available.
11440 W Bernardo Crt. Ste. 273
San Diego, CA 92127
2530 Carmel Mountain Rd Suite C-1
San Diego, CA 92128
4250 Executive Square
Suite 800
La Jolla, CA 92037
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
11720 El Camino Real, Ste 100
San Diego, California 92130
12980 Carmel Country Road Suite C-100
San Diego, CA 92130
23041 Avenida de la Carlota, Suite 300
Laguna Hills, CA 92653
7676 Hazard Center Drive
Suite 600
San Diego, CA 92108
ISU Insurance Services – Cormarc Tasman provides Insurance Services to small and mid-size companies and individuals; with over 25 years of professional experience we strive for excellence.
25220 Hancock Ave #200
Murrieta, CA 92562
4550 Kearny Villa Rd Ste 101
San Diego, CA 92123
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
1004 Rosecrans Street
San Diego, CA
5407 Balboa Ave. Ste. 420
San Diego, CA 92111
6705 Mira Mesa Boulevard
San Diego, CA 92121
429 Santa Fe Dr.
Encinitas, CA 92024
3366 N. Torrey Pines Court
Suite 100
La Jolla, CA
11811 Bernardo Plaza Court
San Diego, CA 92128
3485 Marron Road
Oceanside, CA 92056
2280 Otay Lakes Road
Chula Vista, CA
2530 El Camino Real
Carlsbad, CA
4265 Genesee Ave
San Diego, CA 92117
898 Jackman St.
El Cajon, CA 92020
13616 Poway Rd.
Suite 200
Poway, CA 92064
9825 Mira Mesa Blvd.
San Diego, CA 92131
31693 Temecula Parkway
Temecula, CA 92592
962 West Valley Pky
Escondido, CA 92025
10715 Sorrento Valley Road
San Diego, CA 92121
625 College Boulevard
Oceanside, CA 92057
2245 Fenton Parkway
Suite 107
San Diego, CA 92108
13173 Black Mountain Road Suite 3
San Diego, CA 92129
24716 Madison Ave
Murrieta, CA 92562
350 W. 9th Avenue
Suite 208
Escondido, California 92025
4275 Executive Square, Suite 800
La Jolla, CA 92037
12540 Oaks North Drive, Ste A-4
San Diego, CA 92128
150 E. Valley Parkway
Escondido, CA
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
10413 Craftsman Way, 4S Commons
San Diego, CA 92127
3217 San Tomas Dr
Oceanside, CA 92056
312 W. Main Street
El Cajon, CA
3180 University Avenue
San Diego, CA
10875 Rancho Bernardo Road Suite 106
San Diego, CA 92127
16796 Bernardo Center Drive
San Diego, CA 92128
Helping people live safer, more secure lives.
1900 Wright Place
Suite 120
Carlsbad, CA 92008
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
29097 Overland Drive
Temecula, CA 92591
32341 Golden Lantern
Suite A
Laguna Niguel, CA 92677
501 N. El Camino Real
Encinitas, CA
7708 Regents Road
San Diego, CA
9808 Mission Gorge Rd.
Suite A
Santee, CA 92071
10845 Rancho Bernardo Rd #102
San Diego, CA 92127
2036 Dairy Mart Road, Suite 140
San Ysidro, CA 92173
11965 Bernardo Plaza Drive Suite 169
San Diego, CA 92128
Health Plans 4 Less
470 South Rancho Santa Fe Rd
San Marcos, CA 92078
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
C2 Financial Corporation
14382 Crestwood Ae.
Poway, CA 92064
California Bank & Trust
4320 La Jolla Village Dr. Suite 303
San Diego, CA 92122
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
MVP American Securities
12730 High Bluff Drive
San Diego, Ca 92130
Cabrillo Team Realty
447 S. Escondido Blvd.
Escondido, CA 92025
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
Nationwide Insurance-Justin Hardin Agency
162 S. Rancho Santa Fe Rd. Ste E100
Encinitas, CA 92024
California Coast Credit Union
962 W Valley Parkway
Escondido, CA 92025
Colonial Life - Lee Truoeau
10920 Via Frontera #440
San Diego, CA 92127
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
Torrey Pines Bank
2760 Gateway Rd.
Carlsbad, CA 92009
Farmer's Insurance - Phil Lindblom
1001 W. San Marcos Blvd #200
San Marcos, CA 92069
JDP Mortgage
215 S. Pacific Street
San Marcos, CA 92078
Aflac - Robin Mann
2888 Loker Ave East
Carlsbad, CA 92010
Silvergate Bank
128 N. Broadway
Escondido, CA 92025
Ron Wilson Insurance Agency
830 E. Vista Way, Suite 105
Vista, CA 92085
The Mangement Group by J Morgan
San Marcos, CA 92078
Wells Fargo Bank
145 N. Escondido BLVD
Escondido, CA 92025
Amisano Insurance Agency
1882 W El Norte Parkway
Escondido, CA 92078
Brouwer Insurance Agency
725 e. valley pkwy
Escondido, CA 92025
California Bank and Trust
613 W. Valley Parkway, Suite101
Escondido, CA 92025
Navy Federal Credit Union
709 Center Drive, #102
San Marcos, CA 92069
All Merchant Services Group
260 Springcreek Rd. Ste. 102
San Marcos, CA 92069
North County Insurance
940 Canterbury Place, Ste 100
Escondido, CA 92025
Bank of Southern California
Attn: Accounts Payable
Carlsbad, CA 92010
Pactrust Bank
1642 W San Marcos Blvd.
San Marcos, CA 92078
Access Health Insurance Services Inc.
819 W. San Marcos Blvd.
San Marcos, CA 92078
Accretive Investments, Inc.
12275 El Camino Real, Suite 110
San Diego, CA 92130
Wells Fargo Home Mortgage - Constance Brogan
6046 El Tordo Street, Suite 1-A
Rancho Santa Fe, CA 92067
Edward Jones
3410 Del Lago Blvd Suite 102
Escondido, CA 92029
Green Earth Insurance Solutions
725 S Rancho Sante Fe Rd
San Marcos, CA 92078
Peter Morris
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
Health Plans for Less
527 E. 5th Ave
Escondido, CA 92025
Owen Coyle, Reverse Mortgage Specialist
8975-403 Lawrence Welk Drive
Escondido, CA 92026
WestPac Wealth Partners - Nichole Mayer
750 B Street, Suite 2740
San Diego, CA 92101
Jim Pennock - Farmers Insurance
PO Box 2454
San Marcos, CA 92078
California Bank & Trust
140 Civic Center Drive
Vista, CA 92084
Raymond Companies
960 Canterbury Place Ste. 360
Escondido, CA 92025
Geico Insurance
711 Center Dr. #103
San Marcos, CA 92069
Wells Fargo + Company
500 La Terraza Blvd., Suite 200
Escondido, CA 92025
Edward Jones
1921 W San Marcos Blvd Ste 100
San Marcos, CA 92078
Kevin S. Svetich CLU, Insurance & Investments
210 S Juniper Street, Suite 104
Escondido, CA 92025
Aflac
1947 Camino Vida Roble Ste 106
Carlsbad, CA 92008
Sierra Pacific Mortgage
8954 Rio San Diego Drive #112
San Diego, CA 92108
First Republic Bank
116 East Grand Ave
Escondido, CA 92025
Loren H. Evans - Life & Health
1290 Rue Saint Moritz
San Marcos, CA 92078
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
CHASE San Elijo Branch
1705 San Elijo Rd
San Marcos, CA 92078
Pacific Standard Insurance Services, Inc
431 W Grand Ave, Suite 203
Escondido, CA 92025
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
Regents Bank
8996 Miramar Road Ste 100
San Diego, CA 92126
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
Mann Mortgage
410 Coronado Hills Drive
San Marcos, CA 92078
Fifth Avenue Insurance Services
PO Box 600550
San Diego, CA 92160
Farmers Insurance - Gerry Butler
16516 Bernardo Center Dr #150
San Diego, CA 92128
Western Southern Financial
15373 Innovation Dr Ste 253
San Diego, CA 92128
Abrams Insurance Solutions, Inc.
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
Pacific Western Bank
900 Canterbury Place, Ste 100
Escondido, CA 92025
Navy Federal Credit Union
17030 Bernardo Center Drive
San Diego, CA 92128
Edward Jones
157 N. Twin Oaks Valley Rd. Ste 130
San Marcos, CA 92069
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
Farmers Insurance-Paul Smith
720 N Broadway
Escondido, CA 92025
Martinez & Associates, Inc.
1531 Grand Avenue, Ste D
San Marcos, CA 92078
California Bank & Trust
978 W. San Marcos Blvd.
San Marcos, CA 92078
Dennis Alan Root Commercial Insurance
PO Box 2048
San Marcos, CA 92069
US Bank
131 N El Camino Real
Encinitas, CA 92024
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
Mission Office Park
504 West Mission
Escondido, CA 92025
US Bank
675 S. Rancho Santa Fe Rd.
San Marcos, CA 92078
Pacific Marine Credit Union
PO Box 555235
Camp Pendleton, CA 92055
Comerica Bank
260 W Grand Ave
Escondido, CA 92025
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
CommerceWest Bank
338 Via Vera Cruz
San Marcos, CA 92078
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
Cambridge Tax Solutions
910 W San Marcos Blvd Ste. 103
San Marcos, CA 92078
Bank of America
450 B Street, Floor 15
San Diego, CA 92101
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
First California Bank
320 W Mission Ave
Escondido, CA 92025
J&A Agency
1771 Cassidy Meadow
San Marcos, CA 92069
Bliss & Glennon, Inc.
940 Canterbury Place Ste 200
Escondido, CA 92025
American West Bank
355 W. Grand Avenue
Escondido, CA 92025
Union Bank of California
669 S. Rancho Santa Fe
San Marcos, CA 92078
State Farm Insurance - Katherine Dottore
250 S. Pacific St. Ste 103
San Marcos, CA 92078