Differing significantly from typical broker-dealers, Up North Financial offers an enhanced
range of services to cover our complete customer needs. This allows us to craft a
stronger and more effective financial approach.
Account Services
• Financial Planning
• Retirement Planning
• Educational Savings Account Planning
• Estate, Gift and Charitable Planning
Investment Management
• Discretionary
• Non Discretionary
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC,Members NYSE, SIPC(www.sipc.org).
