Charles Schwab was founded with the mission of creating a better investment experience for its clients. Its core values and beliefs put the client first and have led to over 40 years of providing innovative financial services, brokerage products, personalized financial advising, retirement planning, and expert investment research. At Schwab, customers can attend complimentary workshops that cover everything from basic investing to complex trading strategies. Schwab strives to provide its clients with the tools and support necessary for achieving their financial goals. 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.

First Republic Bank was founded in 1985, offering private banking, private business banking and private wealth management. Its main focus is on providing a personalized customer experience, while providing a wide range of services, including residential, commercial and personal loans, deposit services, private wealth management, investment, brokerage, insurance, trust, and foreign exchange services. First Republic is part of the S&P 500 Index and KBW Nasdaq Bank Index and has offices located in major cities on the west coast such as San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, Portland, Bellevue, Jackson, Palm Beach, Boston, Greenwich, and New York. The team at First Republic strive to offer an exceptional relationship-based service that exceeds customer expectations. They are committed to delivering a comprehensive line of products and services customized to meet their customers' needs. The bank's commitment to providing exceptional service reflects in its customer satisfaction ratings, which consistently rank among the highest in the industry.

Pacific Debt is a debt relief company that offers individuals help with unsecured debts, such as credit cards, personal loans and medical bills. Since 2002, we have provided an alternative to credit counseling, debt consolidation and bankruptcy with no upfront fees and a commitment to getting the best results. Our clients receive personalized service with a dedicated Personal Account Manager who will walk you through the entire debt relief process. We strive to provide timely updates and keep you informed every step of the way. We offer several types of debt relief options, such as debt settlement, debt consolidation, debt consolidation loans, credit counseling, bankruptcy and monthly payments. Let us help you find the best solution for your financial situation.

Creducacion is a credit advocacy group based in San Diego, specializing in helping individuals who are facing financial hardship and/or fraud. We offer expertise to clients dealing with those issues, including banks, credit unions, financial institutions, collection agencies, debt buyers, and attorneys, while simultaneously avoiding any negative effects on their credit. Our goal is to provide the best possible resolution to our clients' problems. In addition to assisting with credit issues, we also have the ability to improve credit scores through proven methods. Our team of experienced professionals can help resolve any outstanding credit concerns with effective solutions that make sense.

At Baby Boomers Financial Services, we strive to help our clients achieve their financial goals, from perfect scores to financial independence. We have been helping individuals fix their credit since 2011, and offer a free consultation to discuss your individual needs. We believe in the power of financial freedom, so we work to provide the tools and resources necessary to help you live the life of your dreams. We offer a range of services to help you reach your goals, from credit repair and debt settlement to raising your credit score, fixing your credit, and student loan settlement. Additionally, we can assist with evictions, bankruptcy removal, ChexSystems issues, tax lien problems, and judgment settlements. Our team of experienced professionals are dedicated to helping you find success and happiness.

TaxPlus is staffed with highly qualified professionals who have more than 50 years of combined experience in personal and business tax planning and preparation. We provide a wide range of services that include filing federal, state, multi-state, city, sales and foreign-related taxes for individuals, independent contractors, freelancers, self-employed people, sole proprietorships, partnerships, LLCs, corporations and S-Corps. Our team also assists with tax planning for individuals and businesses, including business entity comparisons and formation. We can also provide corporate, small business and personal accounting. In addition, we offer QuickBooks setup and bookkeeping. We will explain the forms you need to file, the income, payroll and sales taxes you must pay and other procedures you must adhere to in order to remain compliant with the IRS or other governmental bodies. Through our affiliation with Untax, we can help resolve any tax problems you may have such as preparing back taxes, releasing and modifying bank levies and wage garnishments, negotiating installment agreements, and offering compromises for those who qualify based on their financial circumstances. We also provide audit representation.

At Fleetridge Financial, we are dedicated to providing honest and reliable tax preparation, tax resolution, and financial advice in the San Diego area. We are proud to be a BBB accredited business, and strive to treat all our clients with respect and integrity. Our team is comprised of highly qualified professionals, including CPA's and enrolled agents, that can provide you with the services you need. We offer a wide range of services including tax preparation, tax planning, financial planning, Offer in Compromise, IRS Levy Release, Installment Agreement, Penalty Abatement, Bank Levy, Back Payroll Taxes, and Trust Fund Penalty Assessment. Our commitment to honesty, communication, gratefulness and respect ensures that you will receive top quality service from us. With our knowledgeable team, we are confident that you will receive the best assistance available.

At Liberty Capital Group, our mission is to provide small business owners with reliable and hassle-free access to capital in the form of small business loans, equipment leasing, and other business funding options. With over fifteen years of experience and more than $150 million in direct funding to merchants and small business owners, we've helped countless companies secure the capital they need to succeed. Our team is dedicated to providing customers with a high level of service and support. Our commitment to customer satisfaction means you can always count on us for quick, reliable, and responsive financing solutions. Additionally, our expertise extends to helping equipment dealers, resellers, and vendors offer financing options to their merchants.

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

PracticeCFO provides practice owners with comprehensive financial services at an affordable price. We understand the importance of having a primary point of contact that is responsive and caring. Our services aim to guide practice owners to achieve financial success early in life. We specialize in providing CPA services (tax, accounting, bookkeeping, bill pay), practice financial consulting, personal financial planning, buyer representation in practice transitions, partnership consulting, investment services, and retirement plan services (i.e. 401K) to dental and dental specialty practice owners, medical practice owners. Our team will integrate all aspects of our clients’ personal and business finances into a holistic plan. We will manage this plan throughout the year to ensure our clients are organized and experience greater financial progress, while eliminating any financial stress in their life. For more client testimonials, please visit our website and read our Google Reviews.

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

Our team at RDT Mortgage specializes in providing traditional and jumbo loan solutions for buying and refinancing properties in San Diego's beachfront communities, such as Ocean Beach, Point Loma, Mission Beach, Pacific Beach, Bay Park, Clairemont, La Jolla, Del Mar, Solana Beach, Cardiff and Encinitas. We also provide services to interior regions like Poway, Carmel Valley, Escondido, Fallbrook, Chula Vista, El Cajon, Encanto, and Downtown. In addition to our services, we are proud to offer fluency in both Portuguese and Spanish. Our team is experienced in providing the best loan solutions for our clients, which makes us the perfect choice for people looking to purchase or refinance in the San Diego area.

At Next Level Lender, our mission is to help people save money and achieve their dream of home ownership. We are passionate about what we do and strive to offer the best customer service. Our team has the knowledge and experience to assist you in all your mortgage needs, making the process as smooth and easy as possible. We take pride in providing our clients with exceptional service, going above and beyond to make sure their experience is positive. Our goal is to take your mortgage experience to the next level, offering a variety of solutions tailored to your individual needs. With us you can trust that you will be taken care of throughout the entire process.

Navy Federal Credit Union is dedicated to supporting members of the military – active and retired, DoD personnel, veterans and their families - through every stage of life. With more than 340 branches worldwide and digital banking services, Navy Federal Credit Union offers great rates, discounts and exceptional service. Our mission is to provide our Members with a secure and supportive environment, allowing them to accomplish their financial objectives. The credit union's digital banking* provides an easy and convenient way for members to access their accounts and manage their money. The team at Navy Federal Credit Union is committed to helping members achieve their financial goals and understand the unique needs of service members. We strive to be a trusted partner for our members and take pride in knowing that we are making a difference in the lives of those who serve. *Message and data rates may apply.

North Island Credit Union is a division of California Credit Union, a federally insured and state chartered credit union. Founded in 1933, California Credit Union serves public or private school employees, community members, and businesses across California with 24 branches in Los Angeles, Orange, and San Diego counties and more than 170,000 members. With assets of over $4.5 billion, North Island Credit Union strives to provide convenient services, competitive rates, and accessible resources to meet the financial needs of their members. Through personalized service provided by experienced professionals, North Island Credit Union offers a wide range of financial products, such as low-cost checking accounts, personal loans, and home loans. Members also enjoy access to an extensive network of ATMs and online banking services, making managing their finances easy and secure. 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.

California Coast Credit Union is a not-for-profit financial institution serving San Diego and Riverside Counties. We are dedicated to offering our members great rates, free services, and friendly staff. Our members can access their accounts through online and mobile banking, 20 branch locations, nearly 60 shared branch locations, and 30,000 fee-free ATMs nationwide. With over $1.7 billion in assets, we are the credit union of choice for 118,000 members. We strive to provide the best experience for our members. Our team is committed to delivering exceptional service and helping members reach their financial goals. We take pride in our commitment to providing a personal approach to banking.

National Funding is a financial services provider that has been serving the small business community for over 20 years. Our mission is to offer a wide range of financial services and products, including working capital loans and equipment financing, as well as business resources and education for small business owners. We are dedicated to meeting the needs of businesses when others cannot, with fast and efficient service tailored to nearly any industry. Our team is experienced in providing financing for all types of businesses, such as trucking, construction, restaurants, landscaping, fitness gyms, medical offices, manufacturing and more. Our complete suite of small business solutions allows us to help entrepreneurs succeed with the right tools and resources.

Accessity is a nonprofit organization with a long history of helping small businesses in San Diego. We offer loans ranging from $300 to $100,000 and provide an array of additional services and resources such as free business counseling and educational business resource events. Our flexible requirements mean we can offer more opportunities to those looking to start or expand their businesses. Our team of experts are on hand to advise you during the loan process. We understand the hurdles faced by business owners who may be financially stable but aren't getting the support they need from banks. Reach out to us if you are a home-based or small commercial business owner looking for access to capital and a lender who understands your needs.

Tax time can be a source of stress for many. Hoffman & Associates offers San Diego County residents the opportunity to maximize their deductions and credits. Our experienced team is available to answer any questions and provide assistance. We also help hundreds of businesses in the area every month, ranging from small to large. Our services include bookkeeping, payroll, business taxes, corporate and trust taxes, financial and tax consulting, and partnership/LLC taxes. We offer a financial statement that reconciles your bank account, income, balance sheet, statement, and general ledger. As Pro Advisors, we are able to clean up Quickbooks accounting. We also provide unlimited consultations for our clients. When you work with Hoffman & Associates, you benefit from our wealth of knowledge and experience. Let us make tax preparation easier so you can focus on running your business and increasing profits.

At Chisholm Financial Planning, we are dedicated to helping you reach your financial goals. Our comprehensive services offer guidance and solutions for retirement planning, divorce planning, money management, and investment management. Our experienced team will work with you to develop a financial vision and provide you with the tools and information necessary to help you reach your objectives. We understand the complexities of personal investment management, as well as the financial implications of a divorce. Our services are designed to provide our clients with the knowledge and resources they need to make sound financial decisions. With our expertise and support, we can help you manage and grow your finances.