Founded 1996 • Angie's List since August 2016
A Rated | 1 Review
I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.
A few reviews for this pro…
DESCRIPTION OF WORK
Helped us to get setup to accept online payments for our church.
Main Service: Set up business take payment from their customer / Credit Card Processing Service Other: set-up credit card for business to take payments, credit processing , free credit machines
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