Up North Retirement - Petoskey, Michigan

Address: 3890 Charlevoix Ave Suite 220, Petoskey, MI 49770.
Phone: 2312890004.
Website: upnorthretirement.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 37 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Up North Retirement

Up North Retirement 3890 Charlevoix Ave Suite 220, Petoskey, MI 49770

☎️2312890004

⏰ Open Hours of Up North Retirement

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Up North Retirement

Address: 3890 Charlevoix Ave Suite 220, Petoskey, MI 49770.

Phone: 2312890004.

Website: upnorthretirement.com.

Specialties

Financial consultant.

Otras características

Entrada accesible para sillas de ruedas
Parking lot accesible para sillas de ruedas
Restaurante accesible para sillas de ruedas

Opiniones

This company has 37 reviews on Google My Business.

The average opinion is 5/5.

Características destacadas

This company has 37 reviews on Google My Business, indicating a very high level of satisfaction among clients. The average opinion is 5/5, suggesting that Up North Retirement provides exceptional service and expertise. The company's specialties include financial consulting, and its staff is known for being highly patient and detail-oriented. Clients praise the company's willingness to take the time to understand their needs and provide personalized solutions.

The company's accessibility features, including wheelchair accessible entrances, parking lots, and restrooms, make it an excellent choice for clients with mobility impairments. Overall, Up North Retirement appears to be a reputable and trustworthy company that provides high-quality financial consulting services.

Información recomendada

For individuals seeking financial consulting services, Up North Retirement is an excellent choice. The company's expertise, accessibility features, and exceptional customer service make it an ideal partner for those looking to plan and manage their financial affairs.

Those interested in learning more about Up North Retirement can visit their website or contact them directly to schedule an appointment.

👍 Reviews of Up North Retirement

Up North Retirement - Petoskey, Michigan

Jan B. G.

5/5

VERY highly recommend. A+I had had problems with what prior financial advisors did "for me", so I spent a LOT of time researching several, and then more-so with Tracy before committing. He was absolutely fabulous, educating me, giving me many different options, great list of everything we were planning to do so I could see it in front of me. So much time. So much detail. So much patients with my many many questions! VERY highly recommend. A+

Doug S.

5/5

Let’s face it, meeting a guy on the Internet after responding to a Facebook ad and then making a making a huge investment decision definitely can be quite stressful. I’ll admit I was very hesitant at times to follow the advice and knowledge that Tracy was sharing with me.

But I certainly didn’t just jump in headfirst without doing my homework

Tracy took an approach that was different than other retirement advisors

He took a look at my overall investment portfolio and showed me where I was exposing myself to unnecessary excessive risk. And then he offered different and safer paths forward.

I can fully endorse and recommend Tracy as a confidant and extremely knowledgeable advisor.

I will definitely share my decisions and new found knowledge with my brothers and sisters who are also facing retirement in the next 10 or so years.

To anyone who is hesitant like me, Tracy is very patient, Extremely knowledgeable and is there, not to sell you anything, but rather to set you on a comfortable path towards success.

Lewis G.

5/5

Nothing but a positive experience. Tracy is easy to work with, extremely knowledgeable and always willing to answer any questions or concerns. I would definitely recommend he and his team for your retirement planning.

Wanda W.

5/5

I so appreciated Tracy's teaching me and giving his time to help me learn more. I highly recommend taking to him if you need more information before you are comfortable buying an annuity. Not everyone will share so freely. Thank you, thank you.

Betsy P.

5/5

Tracy and his staff are fantastic! They are extremely knowledge about their products and work to get the one that best suits your needs and pocketbook! They treat you like family!

Ron F.

5/5

I am in my 5th year working with Tracy. You will not find a more honest and hard-working individual. Retirement is something that we all look forward to but it can also be at a stressful time. Tracy knows how to guide you through this process with wisdom and integrity.

Michael P.

5/5

Working with Tracy has been a great experience. He's knowledgeable and always available to answer questions relevant to my investment. He is certainly someone I would recommend.

Micah T.

5/5

Tracy is a great guy and always looking to educate others. You won’t find anyone more capable and knowledgeable when it comes to ensuring your retirement is always there when you need it most.