Finance & Insurance
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11811 Bernardo Plaza Court
San Diego, CA 92128
- 858-673-6700
898 Jackman St.
El Cajon, CA 92020
- (877) 495-1600
150 E. Valley Parkway
Escondido, CA
- Website
- (877) 732-2857
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.
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
1004 Rosecrans Street
San Diego, CA
- Website
- (877) 732-2866
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
9888 Carmel Mountain Rd Suite A
San Diego, CA 92129
- Website
- (858) 484-4141
- Website
- (858) 459-0172
10715 Sorrento Valley Road
San Diego, CA 92121
- Website
- (877) 732-2848
2245 Fenton Parkway
Suite 107
San Diego, CA 92108
- Website
- (877) 732-2873
312 W. Main Street
El Cajon, CA
- Website
- (877) 732-2849
161 Thunder Dr # 102
Vista, CA 92083
- Website
- 1-619- 621-2000
24716 Madison Ave
Murrieta, CA 92562
- (877) 495-1600
7630 Via Campanile, Ste. 138
Carlsbad, CA 92009
- Website
- (877) 732-2882
9201 Spectrum Center Dr
San Diego, CA 92123
- Website
- (858) 636-5181
962 West Valley Pky
Escondido, CA 92025
- (877) 495-1600
429 Santa Fe Dr.
Encinitas, CA 92024
- (877) 495-1600
1240 Pinehurst Dr
Oceanside, CA 92057
- (760) 216-2400
4775 Seminole Dr #107
San Diego, CA 92115
- (864) 992-7345
3031 H Street
Chula Vista, CA
- Website
- (877) 732-2850
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
- (858) 740-7172
3485 Marron Road
Oceanside, CA 92056
- (877) 495-1600
12980 Carmel Country Road Suite C-100
San Diego, CA 92130
- Website
- (877) 732-2848
- Website
- (858) 495-9111
11965 Bernardo Plaza Drive Suite 169
San Diego, CA 92128
- Website
- (877) 732-2848
16796 Bernardo Center Drive
San Diego, CA 92128
- (858) 451-2265
4265 Genesee Ave
San Diego, CA 92117
- (877) 495-1600
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
4250 Executive Square
Suite 800
La Jolla, CA 92037
- Website
- (760) 740-2762
32170 Temecula Pky.
Building C
Temecula, CA 92592
- (877) 495-1600
31693 Temecula Parkway
Temecula, CA 92592
- Website
- (877) 732-2855
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
- Website
- (951) 290-5040
16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
- Website
- (858) 376-1501
7676 Hazard Center Drive
Suite 600
San Diego, CA 92108
- Website
- (619) 543-8140
8555 Fletcher Parkway
Suite 101
La Mesa, CA
- Website
- (877) 732-2871
9808 Mission Gorge Rd.
Suite A
Santee, CA 92071
- (877) 495-1600
286 Town Center Parkway
Santee, CA
- Website
- (877) 732-2851
7708 Regents Road
San Diego, CA
- Website
- (877) 732-2861
14099 Stowe Drive
Poway, CA 92064
- Website
- (877) 732-2868
3366 N. Torrey Pines Court
Suite 100
La Jolla, CA
- Website
- (877) 732-2858
665 San Rodolfo Drive
Suite 110
Solana Beach, CA
- Website
- (877) 732-2867
6705 Mira Mesa Boulevard
San Diego, CA 92121
- Website
- (877) 732-2860
11770 Bernardo Plaza Court Suite 270
San Diego, CA 92128
- 858-613-0180
Our mission is to bring health consciousness into the kitchen, one family at a time.
9145 Chesapeake Dr
San Diego, CA 92123
- Website
- (858) 433-0085
10875 Rancho Bernardo Road Suite 106
San Diego, CA 92127
- Website
- (858) 676-0700
40230 Murrieta Hot Springs Rd
Murrieta, CA 92563
- (877) 495-1600
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
29097 Overland Drive
Temecula, CA 92591
- Website
- (877) 732-2870
9212 Balboa Ave
San Diego, Ca 92123
- Website
- (619) 278-5816
8002 La Mesa Blvd
San Diego, CA 91942
- (877) 495-1600
2036 Dairy Mart Road, Suite 140
San Ysidro, CA 92173
- Website
- (877) 732-2880
2530 Carmel Mountain Rd Suite C-1
San Diego, CA 92128
- Website
- (877) 732-2848
140 Knoll Rd
San Marcos, CA 92069
- (877) 495-1600
ERISA Defined Contribution Plan Consulting, Design, and Administration
P.O. Box 502048
San Diego, CA 92150-2048
- 877-248-2425
Helping people live safer, more secure lives.
1900 Wright Place
Suite 120
Carlsbad, CA 92008
- Website
- (760) 930-0841
10260 Treena St Suite 230
San Diego, CA 92131
- Website
- (844) 938-6333
13173 Black Mountain Road Suite 3
San Diego, CA 92129
- Website
- (877) 732-2848
12540 Oaks North Drive
San Diego, CA 92128
- Website
- (858) 451-2001
501 N. El Camino Real
Encinitas, CA
- Website
- (877) 732-2852
13616 Poway Rd.
Suite 200
Poway, CA 92064
- (877) 495-1600
32341 Golden Lantern
Suite A
Laguna Niguel, CA 92677
- Website
- (877) 732-2872
790 West San Marcos Boulevard
San Marcos, CA
- Website
- (877) 732-2865
5555 Overland Avenue
San Diego, CA
- Website
- (877) 732-2854
10413 Craftsman Way, 4S Commons
San Diego, CA 92127
- Website
- (858) 485-0812
2530 El Camino Real
Carlsbad, CA
- Website
- (877) 732-2853
4285 Ruffin Road
San Diego, CA 92123
- (877) 495-1600
1441 Main Street # 310
Ramona, CA 92065
- Website
- (760) 654-3451
3180 University Avenue
San Diego, CA
- Website
- (877) 732-2878
25165 Madison Avenue
Murrieta, CA
- Website
- (877) 732-2869
5407 Balboa Ave. Ste. 420
San Diego, CA 92111
- Website
- (877) 732-2881
4550 Kearny Villa Rd Ste 101
San Diego, CA 92123
- Website
- (858) 569-0500
3455 Sports Arena Boulevard
San Diego, CA
- Website
- (877) 732-2879
5500 Campanile Dr.
San Diego, CA 92182
- (877) 495-1600
11545 West Bernardo Ct Ste 300
San Diego, CA 92127
- Website
- (858) 674-3721
9825 Mira Mesa Blvd.
San Diego, CA 92131
- (877) 495-1600
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
- Website
- (888) 986-7473
9222 Miramar Rd Ste 30
San Diego, CA 92126
- (800) 736-4500
1664 Garnet Avenue
San Diego, CA
- Website
- (877) 732-2864
Turning aspirations into achievements.
16870 W. Bernardo Dr. Ste. 400
San Diego, CA 92127
- Website
- (858) 705-3644
10845 Rancho Bernardo Rd #102
San Diego, CA 92127
- (858) 451-0010
2280 Otay Lakes Road
Chula Vista, CA
- Website
- (877) 732-2862
6545 Sequence Dr
San Diego, CA 92121
- Website
- (877) 732-2848
625 College Boulevard
Oceanside, CA 92057
- Website
- (877) 732-2874
16456 Bernardo Center Dr Ste 100
San Diego, CA 92128-2524
- Website
- (858) 451-0620
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
- (760) 746-1792
State Farm Insurance - Katherine Dottore
250 S. Pacific St. Ste 103
San Marcos, CA 92078
- (760) 471-6111
Bank of America
450 B Street, Floor 15
San Diego, CA 92101
- (619) 515-7018
Abrams Insurance Solutions, Inc.
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
- (858) 764-6459
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
- (760) 738-1400
Ron Wilson Insurance Agency
830 E. Vista Way, Suite 105
Vista, CA 92085
- (760) 705-6553
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
- (623) 261-7541
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
- (760) 521-0762
Martinez & Associates, Inc.
1531 Grand Avenue, Ste D
San Marcos, CA 92078
- (760) 752-1610
Bank of Southern California
Attn: Accounts Payable
Carlsbad, CA 92010
- (760) 599-7044
CHASE San Elijo Branch
1705 San Elijo Rd
San Marcos, CA 92078
- (877) 471-7348
Cabrillo Team Realty
447 S. Escondido Blvd.
Escondido, CA 92025
- (760) 747-2289
Raymond Companies
960 Canterbury Place Ste. 360
Escondido, CA 92025
- (760) 745-2400
Access Health Insurance Services Inc.
819 W. San Marcos Blvd.
San Marcos, CA 92078
- (760) 727-9000
American West Bank
355 W. Grand Avenue
Escondido, CA 92025
- (760) 520-0400
Navy Federal Credit Union
709 Center Drive, #102
San Marcos, CA 92069
- (760) 740-6060
Wells Fargo + Company
500 La Terraza Blvd., Suite 200
Escondido, CA 92025
- (760) 432-5312
Farmers Insurance-Paul Smith
720 N Broadway
Escondido, CA 92025
- (760) 871-0258
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
- (858) 259-6300
Health Plans for Less
527 E. 5th Ave
Escondido, CA 92025
- (760) 644-6272
All Merchant Services Group
260 Springcreek Rd. Ste. 102
San Marcos, CA 92069
- (760) 666-0326
Aflac
1947 Camino Vida Roble Ste 106
Carlsbad, CA 92008
- (858) 775-0259
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
- (760) 737-7640
Pacific Western Bank
900 Canterbury Place, Ste 100
Escondido, CA 92025
- (760) 432-1350
California Coast Credit Union
962 W Valley Parkway
Escondido, CA 92025
- (760) 291-3340
Bliss & Glennon, Inc.
940 Canterbury Place Ste 200
Escondido, CA 92025
- (760) 737-7979
Geico Insurance
711 Center Dr. #103
San Marcos, CA 92069
- (760) 753-7907
California Bank and Trust
613 W. Valley Parkway, Suite101
Escondido, CA 92025
- (760) 741-3312
JDP Mortgage
215 S. Pacific Street
San Marcos, CA 92078
- (760) 798-0383
Accretive Investments, Inc.
12275 El Camino Real, Suite 110
San Diego, CA 92130
- (858) 546-0700
Kevin S. Svetich CLU, Insurance & Investments
210 S Juniper Street, Suite 104
Escondido, CA 92025
- (760) 746-4777
Wells Fargo Home Mortgage - Constance Brogan
6046 El Tordo Street, Suite 1-A
Rancho Santa Fe, CA 92067
- (619) 922-7939
California Bank & Trust
978 W. San Marcos Blvd.
San Marcos, CA 92078
- (760) 471-3000
WestPac Wealth Partners - Nichole Mayer
750 B Street, Suite 2740
San Diego, CA 92101
- 619-684-8625
North County Insurance
940 Canterbury Place, Ste 100
Escondido, CA 92025
- (760) 745-9511
Dennis Alan Root Commercial Insurance
PO Box 2048
San Marcos, CA 92069
- (760) 471-9952
Colonial Life - Lee Truoeau
10920 Via Frontera #440
San Diego, CA 92127
- (858) 353-4548
Mann Mortgage
410 Coronado Hills Drive
San Marcos, CA 92078
- (760) 304-8131
Pacific Marine Credit Union
PO Box 555235
Camp Pendleton, CA 92055
- (760) 510-1872
Nationwide Insurance-Justin Hardin Agency
162 S. Rancho Santa Fe Rd. Ste E100
Encinitas, CA 92024
- (877) 260-7103
Silvergate Bank
128 N. Broadway
Escondido, CA 92025
- (760) 839-2823
Jim Pennock - Farmers Insurance
PO Box 2454
San Marcos, CA 92078
- (760) 798-1926
Torrey Pines Bank
2760 Gateway Rd.
Carlsbad, CA 92009
- (760) 444-8405
First California Bank
320 W Mission Ave
Escondido, CA 92025
- (760) 745-9370
Farmer's Insurance - Phil Lindblom
1001 W. San Marcos Blvd #200
San Marcos, CA 92069
- (760) 471-1312
J&A Agency
1771 Cassidy Meadow
San Marcos, CA 92069
- (760) 471-2831
Navy Federal Credit Union
17030 Bernardo Center Drive
San Diego, CA 92128
- (888) 842-6328
California Bank & Trust
4320 La Jolla Village Dr. Suite 303
San Diego, CA 92122
- (858) 623-3120
US Bank
675 S. Rancho Santa Fe Rd.
San Marcos, CA 92078
- (760) 471-0350
Peter Morris
- (858) 442-4794
CommerceWest Bank
338 Via Vera Cruz
San Marcos, CA 92078
- (760) 736-8900
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
- (858) 673-6710
Comerica Bank
260 W Grand Ave
Escondido, CA 92025
- (760) 975-0142
Farmers Insurance - Gerry Butler
16516 Bernardo Center Dr #150
San Diego, CA 92128
- (858) 485-5099
Sierra Pacific Mortgage
8954 Rio San Diego Drive #112
San Diego, CA 92108
- (858) 444-7805
Brouwer Insurance Agency
725 e. valley pkwy
Escondido, CA 92025
- (760) 745-5151
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
- (858) 673-6723
Cambridge Tax Solutions
910 W San Marcos Blvd Ste. 103
San Marcos, CA 92078
- (760) 752-1000
California Bank & Trust
140 Civic Center Drive
Vista, CA 92084
Amisano Insurance Agency
1882 W El Norte Parkway
Escondido, CA 92078
- (760) 788-1181
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
- (760) 599-1040
Pacific Standard Insurance Services, Inc
431 W Grand Ave, Suite 203
Escondido, CA 92025
- (760) 294-1017
Wells Fargo Bank
145 N. Escondido BLVD
Escondido, CA 92025
- (760) 743-1912
Edward Jones
157 N. Twin Oaks Valley Rd. Ste 130
San Marcos, CA 92069
- (760) 752-9733
Western Southern Financial
15373 Innovation Dr Ste 253
San Diego, CA 92128
- (619) 681-1111
Regents Bank
8996 Miramar Road Ste 100
San Diego, CA 92126
- (858) 444-3390
Union Bank of California
669 S. Rancho Santa Fe
San Marcos, CA 92078
- (760) 744-5161
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
- (760) 803-3276
The Mangement Group by J Morgan
San Marcos, CA 92078
Edward Jones
1921 W San Marcos Blvd Ste 100
San Marcos, CA 92078
- (760) 734-3744
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
- (303) 514-6385
Owen Coyle, Reverse Mortgage Specialist
8975-403 Lawrence Welk Drive
Escondido, CA 92026
- (760) 484-6660
Health Plans 4 Less
470 South Rancho Santa Fe Rd
San Marcos, CA 92078
- (760) 715-9766
Fifth Avenue Insurance Services
PO Box 600550
San Diego, CA 92160
- (760) 745-2151
Mission Office Park
504 West Mission
Escondido, CA 92025
- (858) 539-3340
C2 Financial Corporation
14382 Crestwood Ae.
Poway, CA 92064
- (858) 829-3015
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
- (760) 788-5953
Green Earth Insurance Solutions
725 S Rancho Sante Fe Rd
San Marcos, CA 92078
- (855) 222-2007
US Bank
131 N El Camino Real
Encinitas, CA 92024
- (760) 632-3621
Aflac - Robin Mann
2888 Loker Ave East
Carlsbad, CA 92010
- (760) 931-1115
Pactrust Bank
1642 W San Marcos Blvd.
San Marcos, CA 92078
- (760) 744-0273
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
- (760) 741-3159
First Republic Bank
116 East Grand Ave
Escondido, CA 92025
- (760) 740-7000
MVP American Securities
12730 High Bluff Drive
San Diego, Ca 92130
- (858) 369-7959
Loren H. Evans - Life & Health
1290 Rue Saint Moritz
San Marcos, CA 92078
- (760) 891-0842
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
- (858) 597-7796
Edward Jones
3410 Del Lago Blvd Suite 102
Escondido, CA 92029
- (760) 738-8156
