Up North Financial, LLC

Service Provider in Traverse City, Michigan

Up North Financial®, LLC, a Registered Investment Advisor firm, is managed by Mark D. Herman. Investments that you entrust to our firm are placed in custody with Fidelity Investments, an industry leader.

Up North Financial’s team of professionals have 65 years of direct industry experience, and we look forward to applying our expertise to help you with your investment and financial plans. Working together we will take the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.
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Sustainable Development Goals & Related Targets

8. Decent Work and Economic Growth: Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all.
Targets: 8.1, 8.2, 8.3, 8.4, 8.5, 8.6, 8.7, 8.8, 8.9, 8.10, 8.A, 8.B More info

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Locations

223 East State Street
#200
Traverse City, Michigan
USA 49684
(231) 929-9300

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