Upstreet Financial - Indiana, Pennsylvania

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Upstreet Financial: A Comprehensive Overview

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For individuals and families seeking reliable and knowledgeable financial guidance, Upstreet Financial presents a compelling option. Located at 922 Philadelphia St # 2, Indiana, PA 15701, and easily accessible via telephone at 244635933, this financial institution offers a personalized approach to financial planning and management. Their website, upstreetfinancialadvisors.com, serves as a central hub for information and resources. Upstreet Financial distinguishes itself through a commitment to understanding each client’s unique circumstances and goals, providing tailored strategies to help them achieve financial security and prosperity.

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Specialties and Services

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Upstreet Financial operates as a financial institution, specializing in a range of services designed to meet diverse financial needs. While specific offerings may evolve, they typically encompass:

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• Financial Planning: Developing comprehensive financial plans that address budgeting, saving, investing, retirement planning, and estate planning.

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• Investment Management: Providing guidance and management of investment portfolios, considering risk tolerance and financial objectives.

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• Retirement Planning: Helping clients plan for a comfortable retirement through strategies like 401(k) rollovers, IRA contributions, and Social Security optimization.

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• Insurance Services: Assessing insurance needs and recommending appropriate coverage, including life, disability, and property insurance.

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• Debt Management: Offering strategies for managing and reducing debt, potentially including debt consolidation or balance transfer options.

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The company’s philosophy centers on building long-term relationships with clients based on trust, transparency, and a shared commitment to financial success. They prioritize open communication and regularly review plans to ensure they remain aligned with evolving client needs and market conditions.

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Location and Accessibility

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The physical location at 922 Philadelphia St # 2 in Indiana, PA, provides a convenient point of contact for those seeking in-person consultations. Furthermore, Upstreet Financial demonstrates a dedication to inclusivity with wheelchair accessible entrance and wheelchair accessible parking lot facilities. The presence of on-site parking further enhances accessibility for clients. This commitment to accessibility underscores their commitment to serving a broad range of clients.

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Client Feedback and Reputation

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Initial assessments of Upstreet Financial indicate a strong positive reputation within the community. Currently, the company boasts 2 reviews on Google My Business, with an impressive average rating of 5/5. These reviews consistently highlight the company’s courteous and helpful service, particularly mentioning the attentiveness and dedication of staff members like Dave. The overwhelmingly positive feedback suggests a focus on client satisfaction and a genuine desire to provide exceptional service. It appears that clients value not only the financial advice provided but also the personalized attention and support they receive.

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Additional Points of Interest

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Beyond accessibility, Upstreet Financial’s commitment to client well-being is evident in their proactive approach to financial education. They likely offer resources and workshops to help clients improve their financial literacy and make informed decisions. The firm’s dedication to building strong client relationships suggests a collaborative approach to financial planning, where clients are actively involved in shaping their financial future. Their focus on long-term goals indicates a strategic perspective, ensuring that financial plans are sustainable and adaptable to changing circumstances. It’s reasonable to assume a commitment to staying abreast of industry trends and regulatory changes to provide clients with the most up-to-date and relevant advice. The combination of professional expertise, a client-centric approach, and a commitment to accessibility makes Upstreet Financial a valuable resource for individuals seeking sound financial guidance.

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👍 Reviews of Upstreet Financial