Woodson Wealth Management is a California-based wealth management firm that provides certified financial planners to help clients manage their finances with no stress. Our goal is to provide comprehensive, customized plans tailored to reach long-term goals and retire on our terms with the lifestyle we desire. We offer a range of services such as financial planning, investment management, 401K advice, and more - all with no hidden fees. Our team of experienced fee-only fiduciary financial planners are here to help you take control of your financial future. Contact us today near San Diego to set up an appointment.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.

Bair Financial Planning is a San Diego-based wealth management firm that has been in business for over 25 years. Our team specializes in providing financial guidance to female CEOs, LGBT families, and successful entrepreneurs to help them make informed decisions that will shape their future. We strive to be a socially responsible business with a commitment to environmental sustainability, corporate transparency, and social responsibility. To this end, we have developed our High Impact Portfolios, which integrate sustainability and ESG criteria into our investment selection process. Our experienced advisors provide personalized services to clients, offering tailored advice to ensure their financial goals are achieved.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.

Regal Tax & Law Group, PC is a firm focused on helping taxpayers navigate the complex and difficult process of interacting with the Internal Revenue Service (IRS) and Franchise Tax Board (FTB). Our team of experienced professionals have the knowledge and expertise to help you find the right resolution strategy tailored to your unique situation. We specialize in a range of services such as offers in compromise, installment agreements, lien releases, and more. Our mission is to provide our clients with the best possible representation while endeavoring to achieve the most favorable result with their tax situation. 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.

At IB CPA, we understand the importance of time and strive to help our clients succeed. With over a century of experience, we provide comprehensive accounting and consulting services to small and medium businesses. Our services range from full service accounting and payroll, to executive consulting and forensic accounting. We also offer on-site and off-site accounting, as well as software implementation. Our team of experienced professionals is dedicated to helping businesses reach their long-term goals and achieve sustainable growth. We provide the guidance, tools, and support needed to make informed, strategic decisions. Through our solutions and expertise, we aim to free up time and resources so that our clients can focus on their core business. 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.

WMA Wealth Management Accounting provides comprehensive services in the areas of business, individual, and trust tax consulting and preparation, as well as financial advice and estate planning. With their expertise and knowledge, they aim to help customers maximize their tax savings and reach their financial goals. 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.

At Wealth Analytics, we assist individuals to create a retirement customized to their needs. This includes understanding their financial situation, taking into account their income, expenses, and investments. It also involves working on a plan which will ensure that the money lasts. Reinventing retirement is about more than financials. It's about creating an enjoyable life, one that is full of activities that bring joy and fulfillment. To do this, you need professional advice and analysis that can help you build a better future. Wealth Analytics is an independent financial advisor firm that provides guidance and support as you redesign your life. We are fiduciary advisors, which means we do not represent any brokerage firms, banks or insurance companies. We don't sell products. Our goal is to help you create a life you are passionate about.

At Mt Woodson Group, we take a comprehensive approach to financial planning, helping our members analyze their current situation, develop a financial program, and implement a strategy that meets their individual goals. Our team works to provide tailored solutions for retirement strategies, college planning, estate planning, insurance, and tax-efficient investments. We also have two advisors in our Scripps Ranch office, Kyle Hammerness and Sarah Davis, and partner with other Thrivent advisors in San Diego as needed. With our experienced professionals and integrated strategies, we are dedicated to helping you secure your financial future. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Fleming & Associates, LLC is a professional firm dedicated to helping investors and businesses safeguard their assets and preserve their lifestyle. Our services include Asset Management, Estate Planning, Business Benefit Packages, Retirement Planning, Long Term Care Insurance, Investment Management (fee only), Income Enhancement, as well as custom solutions to unique problems. Asset Management involves creating investment portfolios that consistently deliver higher returns than market indices and the majority of mutual funds, especially in bear markets. Estate Planning includes setting up living trusts and minimizing estate taxes. We also help companies review and upgrade their benefit packages. Retirement Planning helps clients make the most of their IRAs, rollovers and pensions through tax-free withdrawals and other strategies. Long Term Care Insurance can provide financial protection in the event of serious disability or illness. Investment Management (fee only) focuses on dividend-paying stocks and blue chip stocks to increase and protect income. Income Enhancement can be achieved with immediate annuities. Our Unique Solutions to Problems cover ways to keep investments in line with the stock market while guaranteeing principal.

CrediReady is a company based in San Diego aiming to provide helpful solutions for those with less-than-perfect credit scores. The company strives to assist consumers on their difficult financial journeys by referring them to trusted brands with which they are partnered. By delivering fantastic content and connecting users to reliable services, CrediReady works to make the challenging decisions associated with managing credit easier. The team at CrediReady is dedicated to helping and guiding customers throughout America on their path to financial success. They have established strong partnerships with trusted brands in order to provide the most beneficial outcomes for their users. With their expertise and experience, CrediReady is able to provide the best solutions for their clients.

Law Office of Daniel G. Shay focuses on providing debt relief solutions under the U.S. Bankruptcy Code and protecting consumers from unfair debt collection practices. Our San Diego bankruptcy lawyer offers personalized service to help individuals facing financial difficulties get back on their feet. With expertise in both Chapter 7 and 13 cases, Daniel Shay can provide options and guidance to help you resolve your debt problems. At Law Office of Daniel G. Shay, we provide prompt, reliable services in an informal atmosphere with an emphasis on reducing stress. Our team is knowledgeable and experienced in helping clients with a wide range of financial issues. Contact us today for a free initial consultation to learn more about how we can help you.

At Financial Sense Wealth Management, we have been providing asset management and educational resources for over 20 years. We strive to help our investors build and preserve their wealth by offering independent and individualized advice as fiduciaries. Our comprehensive financial planning services include retirement, executive compensation structures, and business owner solutions. Additionally, we provide market commentary with articles and podcasts to give our clients the knowledge they need to make wise investing decisions. 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.

Shane Lupo of Northwestern Mutual helps clients create financial plans that are tailored to their individual goals, both immediate and long-term. By understanding what's important to the client, he can create a plan that not only secures their financial future but also ensures they are making progress on achieving their life goals. 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.

Armstrong, Fisch & Tutoli is a law firm that specializes in estate planning and related services. We provide legal counsel and advice to families, business owners, retirees, and individuals with special needs. Our services include legacy planning, family-owned business planning, estate planning for the GLBT community, incapacity planning, IRA and retirement planning, asset protection and business planning, special needs planning, trust administration, probate, financial planning, long term care, retirement distribution planning, charitable planning, and wealth management. We have a comprehensive understanding of the legal issues surrounding these areas, enabling us to provide our clients with efficient and effective solutions. 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.

At Flat Fee Tax Service Inc., our mission is to provide personalized service and build long-term relationships with our clients. We offer a variety of IRS tax relief services, such as stopping an IRS levy within one day, preparing and submitting past due tax returns to the IRS, and settling tax debt through the Offer in Compromise program. Our team is BBB accredited and has an A-Plus rating. Our experienced staff is dedicated to providing excellent customer service and finding the best solution for your individual needs. We have the expertise and resources needed to make sure that you are compliant with the IRS and stay out of further tax trouble. Our team can help you find financial freedom and get the fresh start you need.

At San Diego H&R Block, our mission is to provide a safe and secure environment for our clients. Our offices are deep cleaned and high-touch areas disinfected after each appointment. We also provide social distancing measures to ensure the safety of our customers. Furthermore, we offer Digital Drop-Off service for those who prefer to work from home - simply call and you will receive an email with a link to upload your documents. Our team of tax pros is dedicated to making sure your wellbeing remains our top priority. 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.

Martin and Company, CPAs is a team of experienced professionals providing accounting, bookkeeping, and taxation services to our clients. Our mission is to help you maximize your profit and wealth while keeping your taxes to a minimum. We strive to keep up-to-date with the latest tax issues and provide timely, accurate financial and accounting information for our clients to remain competitive in the market. Our team can help you identify available deductions and credits within the legal framework, and teach you how to plan transactions with tax consequences in mind. We handle your record keeping and filing report requirements so that you can focus on revenue growth and profit maximization. With our expertise, you are sure to get the best advice possible.

The McTygue Group, Inc. is devoted to assisting customers in finding the best mortgage solution for their situation. Our team has over 20 years of experience in California mortgages and are dedicated to offering a wide range of products to meet individual requirements. We strive to make the process of securing a mortgage simple and straightforward, equipping our clients with the latest financial tools to make informed decisions. Our experienced staff are always available to provide advice and guidance and will work with you to find a package that suits your needs and budget. We understand that everyone's circumstances are different, and we are committed to helping you make the right choice.

Merrithew & Thorsten is a personal financial advisory firm dedicated to providing comprehensive financial planning services to Americans on a fee-only basis. We focus on delivering unbiased advice to our clients with no conflicts of interest, as we do not receive commissions from the products we recommend. Our only source of income is an annual retainer fee for our services. Our team is comprised of experienced professionals who are members of several national financial organizations, such as the National Association of Personal Financial Advisors, Financial Planning Association, Inland Society of Tax Consultants, National Association of Tax Practitioners, and National Association of Enrolled Agents. We are committed to providing our clients with sound financial guidance and advice tailored to their individual needs.

Leading Mortgage Solutions is a premier mortgage lender committed to finding the best possible loan program and rates for its clients. Our team of experienced professionals understand that each person's needs are different, so we customize every loan to fit their unique situation. By doing this, we have been able to help thousands of individuals improve their financial positions regardless of market conditions. Our goal is to provide our clients with a smooth, stress-free experience. To that end, we maintain personalized, timely, and proactive communication with them throughout the process. Additionally, we offer access to over 100 loan products with hundreds of variations in order to suit each individual’s circumstances and needs. Contact us today for more information.

California Car Title Loans is a reputable lender in California that specializes in auto loans. Our Loan Officers have extensive knowledge of the local market, enabling us to provide fast approvals on loan applications. We are the only lenders willing to extend credit on salvaged car titles and motorcycles. Our commitment is to provide high-quality service to our customers and make the loan approval process as straightforward as possible. With our deep understanding of the California market, we are able to quickly approve loan applications based on the equity of your vehicle with approval times often taking less than five minutes. We strive to offer the best service and convenience to our customers, and our experienced team is always available to answer any questions you may have.