Financial Integrity Resources Management

Oaktown Financial, located in Bala Cynwyd, PA, specializes in providing wealth management services and tax-focused strategies aimed at protecting clients' financial futures. With a focus on personalized planning, the firm integrates retirement wealth accumulation, distribution, and tax minimization strategies to ensure clients can maintain their lifestyle and legacy. Founded in 1965, Spivak Financial Group operates as an independently-owned boutique firm dedicated to understanding the unique financial needs of each client. Their experienced team emphasizes a cohesive approach to financial planning, allowing individuals and families to navigate the complexities of wealth management with confidence. Generated from the website

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Princeton, N.J.

Sager, Swisher and Company, LLP has built our reputation throughout the community by providing quality professional services since 1974. We provide auditing, tax return preparation, and accounting services. Our goal is to provide clients with professional and courteous service, as well as the individual attention they demand. Call us today for more information!