CFO In The Box


  2 reviews   
  Rate & Review    
9400 Activity Road , K 
San Diego, CA 92126
Phone: (888) 512-3335
Toll Free: (888) 512-3335
Website: www.youtube.com...
CFO In The Box CFO In The Box : Banking, San Diego, CA





What Your Neighbors Are Saying

"Patty hired iCFO as a Interim CFO “Khris is a wonderful person to work with. He's very promptly, thorough and most of all very intelligent at what he does. He's an asset to any company and/or..." more »
by myicfos - Posted 10/25/2008

"I certainly didn't want a piece of software eliminating the need for me! Then I took a look at the product. This doesn't eliminate me, it enhances me. This software will let me do my job more..." more »
by CFO IN THE BOX, INC. - Posted 02/18/2008
2 of 2  more »
What We Do
Minimum Investment:
  • More than $100,000
  • Loans:
  • Automobile Loan
  • Boat Loan
  • Bridge Loan
  • Commercial Loan
  • Educational Loan
  • Home Construction Loan
  • Home Equity Loan
  • Home Improvement Loan

  • Institutional Loan
  • Investment Property Purchase
  • Mortgage Loan
  • Personal Loan
  • Refinancing
  • SBA Loan
  • Services:
  • 24-Hour Banking
  • Bank By Computer
  • Bank By Phone
  • Bill Payment Services
  • Collections
  • Commercial Service
  • Credit Cards
  • Credit Counseling
  • Debit Cards
  • Direct Deposit
  • Drive-thru Services

  • Electronic Funds Transfer
  • Escrow Services
  • Foreign Exchange
  • General Banking Services
  • Group Banking
  • International Services
  • Night Deposits
  • Overdraft Protection
  • Safe Deposit Boxes
  • Travelers Checks
  • Investments:
  • Brokerage Services
  • Cash Management Accounts
  • Estate Planning
  • Financial Planning
  • General Investment Services
  • Investment Management Services
  • IRA Accounts

  • Keogh Accounts
  • Private Banking
  • Sweep Accounts
  • Treasury Services
  • Trust Services
  • Certifications:
  • Accredited Tax Preparer
  • Certified Estate Planner
  • Certified Financial Manager
  • Certified Financial Planner
  • Certified Public Accountant
  • Chartered Asset Manager
  • Chartered Financial Analyst
  • Chartered Life Underwriter
  • Juris Doctor
  • Masters of Business Administration
  • Registered Financial Planner
  • Registered Investment Advisor
  • Payment Accepted:
  • Paypal
  • Personal Checks
  • Languages Spoken:
  • English
  • Year Established:
    2007
    Hours:
    Monday   9:00am - 5:00pm
    Tuesday   9:00am - 5:00pm
    Wednesday   9:00am - 5:00pm
    Thursday   9:00am - 5:00pm
    Friday   9:00am - 5:00pm





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