430 North Lincoln Road, Escanaba, MI
Senior Investment Representative
Financial Services Administrator
We are here to help you understand all the financial options available so that you can make decisions wisely for a results-driven plan that is best for you and your goals.
Call and schedule a no obligation review today!
Here are some topics to consider:
- retirement planning
- caring for an aging parent
- reducing taxes
- covering healthcare costs
- college planning
- planning for a major purchase
- when to take Social Security
- leaving a legacy
Securities offered through INFINEX INVESTMENTS, INC.
UPSB Financial Services is a trade name of the Bank. Infinex and the Bank are not affiliated.
NOT A DEPOSIT
NOT FDIC INSURED
NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY GO DOWN IN VALUE