Brand Certified
Up North Financial, LLC
Certified by Up North Financial, LLC • Mar 08, 2026
Business Details
223 E State Street, Traverse City, MI
49684, United States
Certified by Up North Financial, LLC • Mar 08, 2026
(231) 929-9300
Certified by Up North Financial, LLC • Mar 08, 2026
About
Certified by Up North Financial, LLC • Mar 08, 2026
Financial ConsultantBookkeeping ServiceStock BrokerInvestment ServiceTax Preparation ServiceFinancial PlannerFinancial PlanningOptions Trading Firms
Location
Certified by Up North Financial, LLC • Mar 08, 2026
Hours
Certified by Up North Financial, LLC • Mar 08, 2026
Frequently Asked Questions About Up North Financial, LLC
What financial services does Up North Financial, LLC offer?
Up North Financial, LLC offers estate planning, investment planning, financial planning, retirement planning, CFP services, fiduciary services, investment management, stocks, and bonds.
What are the business hours of Up North Financial, LLC?
Up North Financial, LLC is open Monday through Saturday from 9:00 AM to 4:30 PM and closed on Sundays. Additional services are available by appointment only.
Where is Up North Financial, LLC located?
Up North Financial, LLC is located at 223 E State Street, Suite 200, Traverse City, MI 49684, USA.
What languages are spoken at Up North Financial, LLC?
The primary language spoken at Up North Financial, LLC is English.
What payment options are accepted at Up North Financial, LLC?
Up North Financial, LLC accepts American Express, Cash, Check, Discover, MasterCard, and Visa for payments.
How can I contact Up North Financial, LLC?
You can contact Up North Financial, LLC by phone at +1 231-929-9300 or via email at markherman@upnorthfinancial.com.
Is Up North Financial, LLC a fee-only financial service provider?
Yes, Up North Financial, LLC provides fee-only financial services, ensuring unbiased advice.
Are there any dining options near Up North Financial, LLC?
Yes, nearby dining options include Thirsty Fish Sports Grille, State Street Grille, Cousin Jenny's Cornish Pasties, and Playa Bowls, perfect for meals before or after your visit.
What financial institutions are located near Up North Financial, LLC?
Nicolet National Bank is located nearby, which may help with banking needs related to your financial planning.
Are there any other real estate services near Up North Financial, LLC that clients might find useful?
Yes, nearby real estate services include Kultura Real Estate, Slabtown Real Estate - Traverse City, Jamie Grace - Century 21 Northland, Peter Racine, Century 21 Northland, Luba Melnyczuk-Childs, and Theodoran Realty Group - Century 21 Northland, offering comprehensive property services that complement financial planning.
Brand Certified Facts from Up North Financial, LLC
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