Qualified Planning

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

Bamboo Wealth Strategies, based in San Diego, CA, specializes in providing personalized financial planning and investment management services tailored to meet each client's unique needs. The firm emphasizes a fiduciary responsibility to act in clients' best interests, guiding them through essential financial decisions while managing risk through diversified strategies. In addition to traditional wealth accumulation and estate planning, Bamboo Wealth Strategies offers business planning and generational planning services, ensuring a comprehensive approach to financial well-being. Their concierge services prioritize client convenience, helping to streamline financial transactions and coordinate with various advisors to enhance the overall client experience. Generated from the website

Finaseva is a San Diego-based platform that automates the scoring of startup applications and connects entrepreneurs with curated seed investors, providing a faster and more efficient fundraising journey. With a team of experienced mentors, Finaseva offers personalized feedback, warm introductions to tailored investors, and exclusive deal flow opportunities, all aimed at helping startups raise their seed rounds successfully.Generated from the website