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Upstream Investment Partners
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Reviews for Upstream Investment Partners

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  • Feb 2024

    Matt Simon is not only extremely knowledgeable when it comes to wealth management and retirement planning, but it also a man of character. Both of these traits are extremely important in my opinion. Matt will shoot you straight and provide honest, and accurate advice. Thanks for all you do Matt!

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Location

830 E Front St #304, Traverse City

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