Founded 2001 • Angie's List since March 2011
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
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Residential Home Financing. Types of loans offered: Conventional, FHA, VA, USDA, Home Equity, 203K Rehab Loans, Primary Residence, Investment Property, Second Home, Condo, Townhouse. 13 years of Mortgage/Real Estate experience.
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