Upstream Investment Partners, located in Midland, MI, offers comprehensive financial advice and custom plans for individuals at every stage of life, from taxes and retirement plans to estate planning. Their philosophy centers around creating a roadmap for long-term financial success that considers clients' dreams and goals.
With a focus on understanding what matters most to their clients, Upstream Investment Partners provides detailed estate planning, sound financial strategies, and expert advice for life's milestones. As an independent and locally owned firm, they prioritize personalized service and tailored financial solutions.
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