Matthew R. Simon, Upstream Investment Partners
Matt Simon is a Private Wealth Manager committed to a comprehensive approach in working with his cli
07/09/2026
Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
Retirement Plan Choices for Small Businesses Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
06/29/2026
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Address
830 East Front Street, Suite 304
Traverse City, MI
49686
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |