Allied Financial Management

Presidio Financial Partners is an independent firm that offers wealth management and corporate finance services. The company specializes in providing financial advisory services to entrepreneurs and their families. Its principal investing group, Presidio Investors, provides flexible investment capital. The company s corporate advisory group, Presidio Merchant Partners provides strategic and financial advisory services, including mergers and acquisitions. Its personal wealth advisory group, Presidio Wealth Management represents individuals, families and their charitable entities and provides financial advice. Presidio Merchant Partners executes private placement services for emerging growth companies with revenue from $20 million to $200 million. Founded in 1997, the company s staff specializes in minority investments in privately held and publicly traded companies.

Spectrum Financial Management, located in San Rafael, CA, specializes in integrated financial services that encompass investment management, financial planning, and tax services. Their personalized approach focuses on understanding each client's unique goals and risk tolerance to create tailored solutions that maximize opportunities while managing risks and minimizing taxes. The firm’s process includes goal establishment, comprehensive planning, diligent implementation, and ongoing reviews to ensure clients remain on track toward their financial objectives. Led by experienced professionals, Spectrum Financial Management emphasizes the importance of listening and collaboration to provide clients with a secure financial future. Generated from the website

Grossman Financial Management, located in Benicia, CA, is a reputable financial services firm specializing in independent financial planning and asset management. Their experienced advisers provide tailored strategies for portfolios, investments, financial planning, and budgeting for college funding. Clients can expect comprehensive services, including financial and succession planning, along with access to downloadable forms for convenience. Interested individuals can contact Grossman Financial Management to inquire about additional services, costs, and to schedule an appointment for personalized financial guidance. Generated from their available business information