Up North Financial, LLC

About

Welcome to Up North Financial, LLC In uncertain times, calm and, steady guidance informed by years of experience is the key to success. Over the years, we have abided by this philosophy to successfully navigate our clients toward financial success and a lifetime of security. Simply, we deliver quality performance through sound advice, and endeavor to treat every client as if they were our only one. That's why our clients trust us - because that's the way it's done Up North. Let us introduce you to a new way of finding financial security - through a personalized, trusting relationship coupled with sound financial strategies and products. As your financial advisor, we're expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing the products and services we employ to help meet your financial objectives. This is why we've selected Fidelity Investments as our custodian. As your custodian, Fidelity will have the legal responsibility of securing your assets, and providing you with account statements, online access to your account, additional security insurance protection, and all the other basic account functions you have come to expect and use. View our Client/Customer Relationship Summary Document 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 ).

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