About Up North Retirement
Reviews for Up North Retirement
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Up North Retirement, led by Tracy, specializes in providing safe money solutions for pre and post retirees. Their mission is to offer financial problem-solving that eliminates guesswork, with the ultimate goal of delivering peace of mind and financial freedom to their clients. Tracy is known for his dedication to educating others about retirement savings and his exceptional technical knowledge in the annuity space. He is committed to doing what is right for his clients, even if it means drawing a line in the sand and facing implications to himself. This commitment to ethical practice and client advocacy sets him apart in the retirement space. Tracy and his team, including Alisha, are patient and helpful in guiding clients through processes, even allowing changes to annuity terms to better suit clients' needs. As a CPA specializing in retirement planning, I have learned a great deal from Tracy and can attest to his unparalleled expertise and dedication to his clients.
Tracy has been a Joy to work with. Understood what I was looking for and explained the details of the contract I was moving into.
Annuities are not easy to understand and most insurance companies take advantage of people.
I believe Tracy worked with me to align with my retirement goals.
Tracy from Up North Retirement works dilegently to educate and lower stress associated with financial issues. He is very knowledgeable and will always work for your best interests. Superior recommendations.
We were recently informed that our agent of many years had retired. When we made contact with the parent company, they referred us to Up North Retirement. We emailed their office and, we were almost immediately contacted by Tracy. After a few questions, he scheduled a Zoom meeting to review our accounts. He was very friendly, professional and knowledgeable. We appreciated him taking time to review our accounts, answer our many questions, and get us headed in the right direction for our future. We are looking forward to working with Up North Retirement in the future. Steve & Janet