• Upstream Investment Partners, LLC

    Upstream Investment Partners, LLC


    Financial / Planning

    About Us

    We are a full service investment firm dedicated to you and your financial ambitions; independent and objective. We deliver one of the largest service platforms in the industry allowing an ''open architecture'' of investment possibilities backed by nine-time winner of the esteemed Broker/Dealer of the Year Award according to Investment Advisor Magazine.

    Rep/Contact Info

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    Melissa (Lisa) Poppell
    Private Wealth Manager, AIF
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