
Our company is so grateful we found Brian at UPstream Benefits! We are a company of 15 and wanted to add health insurance for our employees. We had no idea where to start and the few companies...
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UPstream Benefits is a Garner, NC-based company that specializes in helping businesses start and manage employee benefits, as well as assisting families and business owners in making informed decisions about their finances. With a team of Certified Financial Planners on staff, UPstream goes above and beyond to provide trusted help in employee benefits, financial planning, risk management, and investment management.
They understand the importance of protecting one's family, livelihood, or business and offer services such as life insurance and future protection planning. Additionally, UPstream provides resources and guidance on topics like tax refunds, retirement savings goals, and managing inheritances. With a focus on personalized assistance and a commitment to exceeding expectations, UPstream Benefits is dedicated to helping clients achieve their financial goals.
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Our company is so grateful we found Brian at UPstream Benefits! We are a company of 15 and wanted to add health insurance for our employees. We had no idea where to start and the few companies...
Very impersonal. I asked a question and all I received was a screenshot of the benefits guide. I told the rep I didn't receive and email that she claimed was sent to me and she sent a note to me...
Brian was and continues to be extremely helpful and informative within the entire process!