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“Keri has been my advisor for nearly twenty years. Her guidance has helped me resolve student and consumer debt, establish college savings for my children, and develop and follow a plan for retirement savings. I trust and highly recommend her and her team.”
“The Up North financial team is very professional, friendly, and knowledgeable. They've been guiding me closer towards retirement over the last nine years and I sincerely appreciate how much they've helped me along the way. I'm not "there yet", but confident with their help and guidance, my goals will indeed get met. Keep up the good work!”
8:30AM - 4:30PM
333 W Grandview Pkwy STE 300, Traverse City
Investing
Investing
9AM - 5PM
102 W Front St, Traverse City
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“Heather is incredible. Not only is she an extremely hard worker she's very very smart which is the best of both worlds. Ask her questions, you will quickly see she is on top of her game and is one of the best there is.”