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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.

Simon Equity Partners is a San Francisco-based investment firm located in Larkspur, CA. With a focus on equity investments, the company operates out of 801 Larkspur Landing Circle, providing strategic financial solutions to clients in the United States. As a trusted partner, Simon Equity Partners offers expertise in investment management and aims to deliver optimal returns for their clients. With a strong presence in the industry, the firm is committed to providing innovative solutions and maintaining long-term relationships with their diverse portfolio of clients.Generated from the website

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website