At Wilsey Asset Management, our mission is to provide clients with attractive returns on their investments through a prudent and common sense strategy. Our founder and President, Brent Wilsey, has over 30 years of investing experience and applies the age-old technique of buying low and selling high when making decisions based on financial statements. We don't allow emotions to get in the way and stick to our motto of "No Emotions, Just Results". All investment decisions are made by Brent and his money is invested in the same way as yours - without any sales commissions, but only an advisory fee based on account value. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Lance Pelky & Associates, Inc. is a company whose mission is to help working people manage their retirement effectively. They strive to provide comprehensive and single-source retirement solutions to their clients, making complex financial topics easy to understand. Additionally, Lance and his team reach out to educate those who are unaware of the potential risks associated with retirement and help them to find the best path for their individual circumstances and goals. Lance and his team have a client-centered approach, offering leadership and guidance throughout the process. Their commitment to service and passion for helping others make them uniquely qualified to ensure that clients have the resources and knowledge they need to make the most of their retirement years.

Blitz, Lee & Company is a Certified Public Accountant firm with more than 25 years of experience in tax and financial consulting for corporations, partners, businesses, and individuals. Our services include bookkeeping/write-up, tax services, tax planning and consulting, tax preparation, IRS representation, international taxation, payroll services, sales tax services, estate planning, buying and selling a business, executor and trustee services, financial consulting, retirement planning, business consulting, pension and profit sharing plans, investment review, financial forecasts and projections, cash flow and budgeting analysis, and litigation support. Our team of experienced professionals is dedicated to providing clients with the highest quality of service and advice. We strive to ensure that our clients are well-informed and have access to the best resources available so that they can make informed decisions about their financial future. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Debra K Haverly, CPA specializes in income taxes for both domestic and foreign individuals as well as small business owners. We provide individual consultations, in-depth analysis, year-round availability, electronic confidentiality and CPA level tax preparation to ensure the best possible outcome. Our tax services include individual, trust, corporation, S corp, partnership, LLC, expatriate (expat) tax returns, tax equalization, US reporting of foreign entities, foreign tax credits, U.S. citizens living abroad, and foreign individuals residing in the U.S. Our team is dedicated to providing high-quality services to meet the needs of our clients. We are available year-round to provide personalized consultations and in-depth analysis of your tax situation. Our electronic confidentiality ensures that all of your information is secure and our CPA level tax preparation gives you the highest quality service with the best possible outcome.

Don't pay more in taxes than necessary. Coast Tax Advisors can help you make sure your business is compliant, taking full advantage of write-offs, deductions, and tax credits. Tax planning can create a desirable outcome when it comes to taxes and shield you from unexpected liabilities. Our team of experts provide the strategies and tools to make it work for you. If you're running a business without a senior advisor, you may be missing out on opportunities. We offer a range of business consulting services to help you achieve your goals. Our business tax planning services can help businesses avoid potential tax problems. We also provide estate planning services so you can navigate the process step-by-step. Finally, our Part-Time CFO service gives you access to a professional financial manager who works with you to ensure your business succeeds.

Cowboy Consulting Inc is a consulting firm dedicated to helping businesses improve their accounting, IT and administration departments. We offer affordable, accurate and dependable services with a transparent approach that always has the best interests of our clients in mind. We provide a free initial consultation and are available 24/7 via email for any customer needs. Unfortunately, most small businesses are not set up correctly which leads to decreased profits. At Cowboy Consulting, we help companies by providing an individualized program that helps them to become more efficient and save money. Our custom efficiency program examines their accounting system to identify areas where they can save time and money. In most cases, 8 out of 10 companies have an incorrectly setup accounting system which leads to extra payroll, time, effort and lost profits. We will set up their system correctly and train their staff so that they can maintain a successful business with financially sound practices. Our solutions are complete and sustainable for businesses of all sizes. Contact us to learn more about how we can help you improve your accounting efficiency, save time and money, and achieve success.

At Wastvedt & Co, we strive to provide our clients with the best strategies for minimizing their liability through expert tax planning and preparation. We specialize in helping small businesses and those with a high net worth, and focus on reducing both estate and income tax. Our personalized approach gives our customers the peace of mind that comes with knowing that their taxes are handled with the utmost care and precision. We provide comprehensive tax planning and preparation services, and our team of experienced professionals can advise on a variety of topics ranging from start-up operations to tax reduction strategies for high net worth individuals. Our goal is to be a trusted partner to all of our clients, providing sound advice and counsel tailored to their individual needs.

Profitwise Accounting is a small business accounting service based in San Diego, California. Our mission is to help businesses from all over the region grow and meet their financial goals. We provide a wide range of services to suit the needs of our clients including payroll services, outsourced accounting services, QuickBooks accounting services, tax planning and preparation, and retirement planning accounting services. We have years of experience in accounting and tax services, and we strive to offer the best quality customer service possible. Our team can provide you with the help you need to manage your finances, as well as offer advice on how to make the most of your business investments. With our expertise and dedication to helping you succeed, you can trust that Profitwise Accounting will provide the best in small business accounting services.

At iDirect Home Loans, we are dedicated to helping San Diego homeowners achieve their dreams of homeownership. Our team of knowledgeable and client-centered mortgage originators is committed to providing the lowest possible rates and financing options. We understand that every homeowner faces unique circumstances, so we use cutting-edge comparative software to find the best loan program for each individual. As a direct lender, our process is streamlined for quick credit decisions and results. Reach out to us today or fill out our pre-qualification application online to get started! We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

LifePro Financial Services, Inc. is a leading provider of life insurance services and solutions. Our team offers exceptional training and support in the field, from fundamentals to advanced markets. We provide in-house marketing materials, case design and client presentations, plus tailored illustrations to meet your needs. Additionally, we have strategic alliances and referral flow programs to ensure success. Our commitment to personal service and full career support sets us apart from others. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Planning Within Reach has been a financial planning, investment management and tax preparation provider in San Diego County for more than 10 years. We specialize in serving teachers, military personnel (Navy specialty) and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and other companies. Our clients range from young families to retirees, and we provide them with a customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and fiduciary that does not have any affiliations with any brokerage or insurance company. We provide fee-only services to our clients, based on their individual needs.

Rate Rabbit Home Loans is a direct lender committed to providing customers with competitive mortgage rates and flexibility in terms of their fees. Our real-time pricing engine allows users to calculate their mortgage payments and view today's live interest rates without needing to provide any personal information. We strive to ensure complete transparency throughout the entire loan process, offering an outstanding customer service experience. We offer two options to our clients: one with a guaranteed low fee or a no cost home loan. Our team is always available to help guide customers through the loan application process and answer any questions they may have.

Morgan, Cohen & Bach is an international organization specialized in providing comprehensive services to our clients in the areas of litigation, mediation, investigation, credit assessment, surveying, salvage and debt recovery. We strive to offer the most effective solution to assist our customers in loss prevention and recovery. Additionally, we are renowned for our ability to quickly settle disputes concerning trucks, trailers and cargo, and to negotiate reasonable rates for towing services. Our team is highly experienced, dedicated and qualified to provide the best service. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Running a business can be difficult and staying on top of financial information is no small feat. To help make things easier, Ruth Rose CPA, based in San Diego, CA, offers a variety of accounting services and solutions. Our mission is to provide reliable financial advice that will help lower tax exposure and maximize profits, while ensuring accurate data is maintained. Our experienced team offers bookkeeping, cash flow analysis, tax planning and assistance in identifying which entity has the most tax advantages for new businesses. We also provide ongoing support to ensure that all financial needs are met, so as to ensure success for any business.

Leiman and Associates is a financial guidance company based in the local area that has been helping individuals and businesses for over 25 years. Our team of experienced, licensed professionals is dedicated to providing personalized financial advice and tax management services to meet our clients' needs. We strive to provide sound solutions for our clients so they can achieve their financial goals. Our services range from basic tax preparation and accounting to more complex services such as business incorporation and financial planning. At Leiman and Associates, we understand the rapidly changing laws, rules and regulations. To help avoid any costly mistakes, we offer our expertise and knowledge to ensure accuracy in all of your tax return filings. We're committed to helping you plan for a secure financial future. Contact us today to arrange an appointment and get started on the path to success.

Tax Group of San Diego has been in the business of providing high quality, cost-effective individual and corporate tax preparation and planning since 2010. Our team of Enrolled Agents possess a deep understanding of the tax field which allows us to provide our clients with comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one with our clients to ensure that they receive the best possible service. Our accountants and financial advisors are well-informed on the latest tax and financial laws, allowing us to keep our clients up-to-date and knowledgeable. Our offices are located in Mission Valley and San Marcos, giving us coverage throughout San Diego County. Appointments can be scheduled through our website calendar or by phone. My name is Joe Vallone, EA. If you're looking for a tax and business professional, please don't hesitate to call me. I'm confident that I can be your go-to person for years to come.

At Home Loan Advantage, we are dedicated to helping our clients get the best rates and terms for their mortgage needs. We offer a range of conventional fixed rate, FHA and VA loan options, all with the promise of lower interest rates and monthly payments. We also provide opportunities for maximum cash-out for debt consolidation, cash back or home improvement. Additionally, we offer reverse mortgages, stated income loans and credit scores as low as 550, even with one mortgage late. We even have appraisal waivers available. With our experienced team, you can be sure you are getting the most suitable loan for your needs. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Lori A Riccardi, CPA Accounting & Tax Services is a professional accounting firm with two locations in San Diego – Liberty Station and Downtown. Our mission is to help our clients save time and money, increase profits and maximize financial success. We are dedicated to providing high quality services that are tailored to meet the individual needs of each of our clients. Our experienced team of professionals is here to support you. We offer a variety of services such as Accounting/Bookkeeping, QuickBooks Consulting, Payroll, Individual/Corporate Tax Preparation and more. Our experts are committed to helping you make the best decisions to ensure the success of your business.

At Everest Funding, we specialize in Non-Qualified Mortgages (Non-QM) in AZ, CA, CO, FL, GA, HI, ID, MD, MI, MT, TN, TX (see Texas disclaimer on our website), VA, and WA. We have NMLS# 1120111. Our services include Self-Employed Bank Statement Loans, Debt-Service Coverage Ratio Loans for investment properties, Asset Based Loans, Interest-Only Loans, and Recent Credit Event Loans. We strive to give our clients the best possible experience, offering personalized loans and 5-Star service. Our wide range of Non-QM programs makes it possible for us to qualify you even if you have been declined elsewhere. When you work with us, you will get a Sr. Loan Advisor who will help you decide which loan program is most suitable for your needs. Afterwards, you will be assigned an Account Manager who will guide you through the rest of the process until your loan is funded. Our expertise in home loan advising is greater than 99% of the other mortgage brokers and bankers, so don't hesitate to contact us. Enjoy 5-Star service today!

Coastal Payroll is a local payroll services provider based in San Diego, catering to the needs of small to mid-size businesses. We offer comprehensive payroll solutions and various other services such as HR, time and attendance systems, 401k plans, workers compensation insurance, and background checks. Our team provides personalized customer service, an easy to use payroll system, and considerable cost savings compared to larger companies like ADP or Paychex (usually 30-40% less). We differentiate ourselves from other payroll providers in the market by giving our clients the highest quality services and experiences. Our team is dedicated and experienced, allowing us to provide exceptional customer service and unbeatable value for money. With Coastal Payroll, you can rest assured that your payroll processing will be safe, secure, and efficient.