Ray Lucia Companies
– Radio shows, financial planning, employee benefits, investment management, professional practice management. Profile of company and services.
Ray Lucia Companies
– Radio shows, financial planning, employee benefits, investment management, professional practice management. Profile of company and services.
Windward Ventures
– Venture capital firm specializing in early-stage high growth companies in Southern California. Offices in San Diego and Thousand Oaks. Biographies, portfolio, news, and investment criteria.
San Diego Commercial Finance
– Factoring programs, credit and collection services, and account management. Includes: about the company, pricing, and procedures.
Payment Solutions
– Offers CHECK ONE check guarantee service and COLLECT ONE nationwide recovery service for all types of receivables. Includes features offered, careers, and client resources.
USA Federal Credit Union
– Serves active and retired military personnel, defense contractors, federal employees, and select employee groups. Products and services.
Debt Acquisition Company of America
– Debt consolidation. Facts about bankruptcy, services offered, FAQs, and contacts.
Venture Catalyst
– Venture capital firm specializing in helping tribal communities to build businesses, particularly in the gaming industry.
Western Financial Planning Corp.
– Retirement, college, and estate planning. Description of services, financial planning tips, careers, and contacts.
Wheeler/Frost Associates, Inc.
– Registered investment manager. Includes quarterly newsletter, portfolio tips, and online seminars.
The Mohr Group
– Provides retirement, estate, and business succession planning to business owners, executives, professionals, and retirees. Services offered, biographies, and contacts.
Vaughn Woods Investment Management
– A fee-based investment manager, working with the support of Spelman and Co. Information for investors, news, and financial links.
Sunrise Bank of San Diego
– Personal, small business, and professional services. Business mission and map.
Stolper & Company
– Investment advisory firm for high net worth clients. Profile of the company and Michael Stolper, author of "Wealth: an Owner’s Manual."
The Leasing Group
– Lease financing for business clients. Includes advantages for the client and types of services available.
Seascape Capital
– Offers mortgage note buying services for loans secured by businesses or real estate. Includes service descriptions and testimonials.
Shusterman Financial Services
– Offers financial and insurance consulting services. Find market watch, and learning center.