Our Services

At Upstreet Financial Advisors, we provide assistance in the following areas:

Investments

  • Fixed Annuities
  • Indexed Annuities
  • Mutual Funds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Tax Planning
  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Saving Planning
  • Estate Plans
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


We do not provide the following services however we can refer you to a specialist in those areas.

Investments

  • Bonds
  • Check Writing
  • Debit Card
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

  • Tax Preparation
  • Legal Document Preparation

Insurance

  • Individual Health Insurance
  • Group Health Insurance