Upstream Investment Partners
Contact Name: Harvey Nuttall ChFC AIF LUTCF LIC
4981 Cascade Rd SE.
Grand Rapids, MI 49546
I am a financial Advisor with 17 years of experience helping individuals and businesses with their financial needs from Individual Retirement plans to 401k Plans for employers and Medicare insurance to Group health Insurance plans. I hold the Accredited Investment Fiduciary Designation as well as being a licensed Insurance Counselor and Chartered Financial Counselor.
What Does Your Company Do?
- Individual Retirement planning
- Investment management
- 401k Plans
- Life Insurance
- Health Insurance
- Medicare Supplement and Advantage plans
- Estate Planning
- Business Succession Planning
- Tax planning
Why Did You Join The Chamber?
I like being connected to the community and networking with other business owners and meeting new people.
How can the community help you?
I seek to be of service to the community.