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.
October 2025
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.
September 2025
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
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