• Upstream Investment Partners

    Upstream Investment Partners

    Categories

    Financial Planning Consultants

    About Us

    Katherine M. Simson is a Series 7 Registered Representative, licensed in 7 states, including Michigan. She is a licensed Insurance Agent in Michigan and Illinois, authorized to sell life insurance, annuities, stocks, bonds, mutual funds and alternative investments. She specializes in tailoring each client’s investment strategy to meet their individual needs, wants, and goals to optimize the client’s investments, portfolio, and plan for the challenges life may bring. She considers the entire financial picture, including assets, income, debt, insurance, family, marriage, etc. in creating their investment program. Getting to know and listening to each client promotes an ongoing relationship in which realistic strategies, goals, and a financial plan are achieved. She works closely with each client’s CPA, Estate Planning Attorney, and Insurance Agent to ensure finances are coordinated and properly handled without missteps. A complimentary consultation is a wonderful way to start a new partnership.

    Rep/Contact Info

    Symeon Amyx
    Office Management
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    Katherine M Simson
    Senior Financial Advisor
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