Broker Check

Midland Office

203 Dartmouth Drive

Midland, MI 48640
(989) 486-9798

Our Services

For a Free Financial Fitness Assessment! Call (989) 486-9798!

"Faith is taking the first step even when you don't see the whole staircase." Martin Luther King

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

luke@upstreamip.com | (989) 486-9798