Up Stream Investment Partners

SpecialtiesAre you overwhelmed with what to do with your money and procrastinating in taking action? That's our speciality, helping you move forward to get what you are really want, more choices, new opportunities and enjoying your life, your way! If you are thinking that this might be the right time for you to consider partnering with an advisor to take control of your money and continue to build your wealth, I can't wait to connect!

Intentional Wealth Advisors is a financial planning firm based in Traverse City, MI, specializing in helping individuals and families navigate their financial futures. With a focus on personalized strategies and long-term goals, the team at Intentional Wealth Advisors provides comprehensive wealth management services to assist clients in achieving financial success. Generated from their business information

Carroll Retirement Plans & Investments is a diversified financial services organization located in Cadillac, Michigan. For over 12 years our staff has been serving the financial needs of clients across the United States. Our goal is to provide comprehensive financial solutions that help our customers secure their retirement and manage life transitions. Carroll Retirement Plans & Investments is anxious to build a relationship with you! When making important decisions, who is it you ask for financial advice? Most often you probably seek help from those who know you the best, people who can help you make the right decisions for you based on your own values and goals. Our representatives explain your options and work on a personal level to guide you in the right direction. We would like the opportunity to start that kind of trusting relationship with you today, to help you plan for your future...one day at a time.