• Up North Retirement


    Investment CounselorsFinancial Advisors

    About Us

    We assist retirement age individuals with safe money investments and picking the proper Medicare plan. We also assist uninsured and under-insured individuals with selecting the correct health plan either on or off marketplace to fit their budget and coverage needs. We assist employers with selecting a health plan to offer their employees.

    Rep/Contact Info

    Mrs. Alisha Berg
    Executive Assistant
    Mr. Tracy Lownsberry



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