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Up North Financial
- Financial Services
- Traverse City, MI
About this business
Up North Financial, LLC is a Registered Investment Advisory firm, whose team of professionals have over 100 years of experience helping individuals with their unique investment and financial planning needs. Mark D Herman, as founder, is a Certified Planning Professional (CFP), with over 25 years of experience as a financial advisor, with an MBA in Finance from the University of Chicago, an MS from the Univ. of Arizona, and a BS from the Univ. of Michigan.
Location details
223 E State St #200, Ste 200, Traverse City, MI, 49684, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!
Frequently asked questions about Up North Financial
How is Up North Financial rated?
Up North Financial has a 5 star rating with 1 review.
When is Up North Financial open?
Up North Financial is open now. It will close at 6:00 p.m.
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