Upstream Investment Partners

Upstream Investment Partners 423 Financial Ct. Rockford, IL
Phone: (815) 315-0107

We are here to help educate you on the numerous concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you rely on our team as your local resource and visit with us often.

Many people find financial advice from a stranger that they never or seldom meet face-to-face. We offer the local concierge face-to-face service that you cannot get from a call center. We offer clients a holistic approach to every facet of their retirement and investment planning.

Securities offered through Sigma Financial Corporation; Member FINRA and SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and SPC.

Rockford
423 Financial Court, (815) 315-0107

Sycamore
352 1/2 W. State St., (815) 895-8885

Share: