About Us

We aim to be your financial ally by helping you to make informed choices, invest wisely and prepare for your goals. Whether deciphering the benefits of your first 401(k), planning for college, preparing for retirement or beginning to plan your legacy, we are here to help. Our client-centric approach creates a personalized plan towards financial freedom then helps you invest to get there. The advisors of Trailhead Financial, LLC. are a father daughter team plus a dedicated investment research analyst so we understand the importance of multi-generational planning. Helping your heirs start a relationship with a financial advisor early will provide an ally later in life they can rely on. We are also a small business which means we are experienced with the intricacies of establishing a retirement plan whether you are the only worker or you have a team of valued employees. Providing an avenue to save for retirement can help to attract and retain better employees as well as reward those who do so much for you. Our focus is to help clients achieve their goals by providing a plan with achievable steps, helping to invest your hard-earned savings, and always being available to answer questions that come up along the way. Contact an advisor today to learn more. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Trailhead Financial, LLC. 540 Meadow St. STE 104, Agawam, MA 01001, (413) 372-5991. This communication is strictly intended for individuals residing in the states of AZ, CT, FL, GA, IN, MA, MD, ME, MN, NY, PA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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