Upstream Investment Partners, Nancy Roach, CFP
- Financial Planning & Investment Consultants
Wealth Management and Family Legacy Planning. Commission or fee based. Flexible format, all size plans. Broad experience with securities, tax planning and life transitions. We bring the integrity and better preparation your important decisions deserve.
Whom to Contact
- Nancy Roach, CFPPrivate Wealth ManagerPhone: (630) 230-1610
With several area offices we can serve you on site, or where you work.