Heritage Financial

LPL Financial, nestled in Winchester, MA, serves as a key player in the financial realm as an independent broker-dealer. Their offerings span a diverse range of investment products, advisory services, and holistic wealth management solutions, catering primarily to financial advisors, institutions, and registered investment advisors (RIAs). By equipping these professionals with cutting-edge resources and technology platforms, LPL Financial enables the delivery of tailor-made financial counsel, placing a strong emphasis on compliance oversight, practice management, and streamlined tech solutions. At the core of LPL Financial's mission lies the commitment to boosting advisors' efficacy and autonomy within the intricate financial services sector. Their unwavering focus on enhancing advisors' operational efficiency, precision, and independence underscores their dedication to fostering a conducive environment for effective client interaction. Positioned as a facilitator of success, LPL Financial stands as a valuable partner in the journey towards elevated financial advisory services, harnessing innovation and expertise to navigate the ever-evolving financial landscape with finesse. Generated using this brand's available information

NewStar Financial, founded in 2004, focuses specially on providing customized financing solutions to mid-sized borrowers. The company offers a wide range of services, such as acquisition loans, refinancing, and project and portfolio recapitalizations. The services provided by the company also include debt financing and lending solutions. It offers a variety of loan products for automobiles, equipment, and intellectual and residential properties. The company provides commercial loans for offices, multifamily apartments and warehouses. The company s clients include business service companies, general industrial manufacturers, restaurants, retailers, value-added distributors and transportation companies. Located in Boston, the company has offices in Chicago, San Francisco, San Diego, Connecticut and South Carolina.