Since 2005
A directory of key links to top finance and investment related sites. Find sites offering information on loans, mortgages, investment and brokerage.
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San Diego County
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SCS Management
Offers design, administration, and investment banking of employee stock ownership plans.
Silver Portal Capital
Boutique firm specializing in capital raising and providing advisory services to private and public real estate companies.
Sorrento Ventures
Focuses on health care, communications, computer hardware and software, electronics, and consumer-related industries.
Spelman & Co
Provides financial planning and investment advice and services.
Spelman and Company
National referral network of personal portfolio managers. Site includes the easy order mutual fund library.
Stolper & Company
Provides investment advisory services for high net worth individuals, foundations, and endowments including selection of investment managers and mutual fund portfolios.
Summit Global Management, Inc.
Conservative value investing capital management.
Surety Association of San Diego
Includes members lists and agent contacts as well as surety bond information.
Susman Insurance Services, Inc.
Offers auto insurance quotes, health, life, homeowners and more.
Tax Associates
Offering tax preparation, payroll, bookkeeping, and more.
The Insurance Place
Auto insurance broker.
The Mentor Group
Business valuation services, financial advisory services, merger and acquisition transactions and more.
The Oliver Company
Buyers of a wide variety of financial notes nationwide, including accounts receivables (factoring), purchase orders and other types of business notes.
Tomasello Insurance Services
Medical, dental and vision insurance plans for individuals, families and employer groups.
Total Budget Insurance
Offers auto insurance.
Trust Administration Services Corporation
Specializes in the administration of self-directed retirement accounts, custodial accounts, and a variety of personal trust services.
U S Financial Ltd
Group and individual life and health insurance.
USA Federal Credit Union
Branches in California, Nevada Japan, Korea, and Guam.
Venture Catalyst
Provides venture services for both public and private technology companies.
Wall, Ginita CPA, CFP
Provides forensic accounting and financial guidance to men, women, and their attorneys before, during, and after divorce.

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