Reviews of Up Financial Inc. (Financial Consultant)

Becky Plucer

Nathan has been wonderful to work with. We know he always has our families best interests in mind. He’s patient and thorough in his explanations and answers to our questions. Thank you Up Financial!

Ageless Medi Aesthetics

Our experience with Up Financial has been a good one. Our initial assessment was in far greater detail then we received from any other firm we interviewed. They have kept up with us and answered our questions with factual information not a hard sell fast talking approach which we have found can be common in this industry. We would recommend Up Financial to our friends and family as our experience has been top notch.

Andrew McCausland

committed to sharing expertise and doing what's best for the client

Matthew Giles

Up Financial has been taking care of me since 2013 and it's been a great experience. I know some people who have invested through the bank and have since lost all their investment, but my advisor has navigate through the years, including this nonsense year (2020), with growth. I would definitely recommend this company to take care of your future.

Catherine BEAL

The advisors are knowledgeable, independent and are committed to meeting their clients’ investment needs. The products are well diversified. The service is outstanding. We have confidently referred family and friends to Up Financial.

Morgan H

Up Financial is simply outstanding. Great customer service, advice and a wonderful team to work with. We feel extremely confident placing our trust in Up Financial and have been very pleased with the services received to date from their team.

Lisa Barnett

Anytime we have questions and need to make decisions quickly, Nathan gets back to us right away. He provides sound advice and guidance that we can trust.

Barbara Wilson

Open, honest and transparent. Always willing to assist with financial concerns.

Duane Gillissie

I've been working with Elijah and Nathan at Up for a few years and can't say enough good things about them. They really go out of their way to offer a personalized and relationship focused service. Thanks guys, for always being there and always striving to make the process as straight forward as it can be.

Colin Morgan

Great people. Great advice. I recommend UP to anyone who asks me.

Zoe B

As someone with not a lot of financial background or knowledge it's extremely comforting knowing Brent and the Up Financial team are looking out for my future/best interests at all times. Questions are met with understanding and kindness. I would highly recommend them to anyone.

erin mcquitty

Up Financial treats all of their clients with the utmost respect and integrity no matter what type of investor you are! They are always quick to respond and have advice no matter what stage of life you are in!