Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.
General Information |
| Services: | Retirement planning, Tax management, Estate planning, Risk management, Education funding, Investment Planning, Employee and executive benefits |
Office Hours |
| Monday | 08:00 AM - 05:00 PM | |
| Tuesday | 08:00 AM - 05:00 PM | |
| Wednesday | 08:00 AM - 05:00 PM | |
| Thursday | 08:00 AM - 05:00 PM | |
| Friday | 08:00 AM - 05:00 PM | |
Social Media |
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