Trail Head Financial LLC

UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers a host of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities; and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

L.R. Nathan Associates, based in Longmeadow, MA, specializes in a wide range of financial services, including unsecured financing, mezzanine growth financing, and turnaround management. Led by seasoned professionals Larry R. Nathan and Philip E. McTague, the firm is dedicated to meeting the diverse funding needs of businesses through strategic solutions and interim financial management. With access to various funding sources such as commercial banks, asset-based lenders, and equity investors, L.R. Nathan Associates aims to assist clients in achieving financial stability and growth. Their expertise includes management buyouts, asset-based recapitalization, and venture funding, reinforcing their position as a key player in financial consultancy. Generated from the website

ONE Source Financial Group, Inc, located in East Longmeadow, MA, is dedicated to helping clients navigate their financial futures through personalized wealth management solutions. With over 30 years of expertise, the firm offers a range of services including investment management, retirement planning, and insurance programs tailored to meet individual needs. As a wholly owned subsidiary of StoneX Group Inc, ONE Source provides access to world-class financial products and services, supported by a team of experienced wealth advisors. The company's commitment to building strong, lasting relationships ensures that clients receive the guidance needed to achieve their financial goals. Generated from the website