Finaseva

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Optify Inc, located in San Diego, CA, specializes in providing financial consulting services aimed at accelerating startup profitability and facilitating business growth objectives. The company serves entrepreneurs, startup teams, and capital providers who prioritize improved financial outcomes through collaborative engagements. Optify's areas of focus include budgeting, forecasting, financial planning and analysis, and strategic planning, among others. They offer multiple pricing options for clients, ranging from hourly rates to fixed project fees, ensuring tailored solutions to meet diverse financial needs. Generated from the website

Logan Capital is a Pennsylvania-based investment advisor focused on building strong financial futures through strategic equity and fixed income investments. The firm emphasizes a long-term success strategy, pairing established methodologies with a disciplined investment process to provide value to its clients. With a commitment to consistency in client relationships and portfolio management, Logan Capital offers a range of investment strategies, including growth, value, and dividend performer strategies. Their team of experienced professionals aims to deliver opportunities in any market environment and is dedicated to adapting to market dynamics for the benefit of their clients. Generated from the website