TIAA Financial Services

Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help invest wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.

Wells Fargo Advisors in Austin, TX is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advisory services through a team of experienced Financial Advisors. The branch is located at 9442 Capital of Texas Highway North, Arboretum Plaza One, Suite 700, Austin, TX 78759. With a focus on personalized wealth management, their team of Financial Advisors, including George Baird, Wayne Denson, and Fernanda Quinete Vezina, among others, strive to help clients navigate investment risks and achieve their financial goals.Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.