Business Directory

New York Life Insurance Company, Agent Daniel Katzman, CA Insurance License #4211353

Daniel Katzman
888 San Clemente Drive Suite #250 Newport Beach CA 92660
9492300948

San Diego County Credit Union

San Diego County Credit Union is San Diego's largest locally-owned financial institution. With over $8.3billion in assets, SDCCU is a not-for-profit credit union wholly owned and operated by its members. Unlike most other financial institutions, like big banks, San Diego County Credit Union does not issue stock or pay dividends to outside stockholders. Instead, earnings are returned to members in the form of lower loan rates, higher dividends on deposits or lower fees. Originally chartered in 1938 as San Diego County Employees Credit Union, SDCCU was formed to provide for the financial needs of local county government employees. During the 1970s, SDCCU expanded its membership to include all San Diegans and today, is open to everyone living or working in San Diego, Riverside or Orange County. Those outsides of the area can open an account by joining the Financial Fitness Association. SDCCU serves over 400,000 members and continues to thrive as one of San Diego's premier financial institutions. With 43 branch locations in San Diego, Riverside and Orange County, SDCCU is conveniently located in our communities serving consumers through superior product and service offerings. SDCCU is proud to have been voted best Credit Union 19years straight as determined by theSan Diego Union-Tribune Readers Poll. SDCCU has also been voted best Mortgage Home Loan Lender, BEST Financial Planner, BEST Auto Loan Provider and Best Place to Work multiple times. Additionally, SDCCU is a proud community leader. SDCCU and our community crew, Team SDCCU, support over75 different non-profit organizations, including the National Multiple Sclerosis Society, Rady Children's Hospital, San Diego Blood Bank, San Diego Humane Society and many more. At the local level, branches also support community charitable organizations and events through sponsorships, volunteerism, and activism. At SDCCU, we Feel The Teal! Visit a San Diego County Credit Union branch today and experience the difference. It's your hometown. It's ours too.
Camille Sidoti - VP Business Development & Community Relations
23982 Alicia Pkwy Mission Viejo CA 92691
Text SDCCU to 866-866-5545

View Information 858-232-9137 Website

Edward Jones Investments

Edward Jones is a full-service financial services firm offering a complete range of investments and services to individual investors. We believe that by investing the time to get to know you, we can help create investment solutions tailored specifically for you. These investments include stocks, bonds, mutual funds, CDs, annuities, insurance, retirement plans, education savings plans, advisory services, estate considerations, trust services, mortgages and borrowing solutions. While this list may sound similar to what other financial service firms offer, we believe our process of assessing your needs, developing goals, implementing solutions and regularly reviewing your portfolio makes us very different.
Robert Johnston
1 Orchard Road, Suite 200 Lake Forest CA 92630-8322

View Information 949-465-0080 Website

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