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