Upstream Investment Partners

Sutton Advisors, PLC is a Lansing-based firm specializing in estate, tax, business, charitable, and elder law planning, offering comprehensive services through their experienced team of professionals. With a focus on asset protection and risk management, they also provide investment advisory services to residents of select states, ensuring personalized financial strategies tailored to individual needs. Committed to delivering exceptional client service, Sutton Advisors collaborates with trusted partners to offer a wide range of expertise, including website renovation and brand change, while maintaining their independence from Cambridge Investment Research, Inc. Through their dedication to excellence, Sutton Advisors has established themselves as a reliable resource for comprehensive legal and financial solutions in the Lansing area.Generated from the website

Family Life Financial Services, located in Okemos, MI, has dedicated the past 30 years to building strong relationships with federal employees, providing them with comprehensive insights into their government benefits. The firm specializes in assisting individuals nearing retirement by offering trusted guidance to help them plan for their financial futures. With a personalized approach, Family Life Financial Services is committed to meeting clients where they are to develop long-term financial plans tailored to their unique needs. Their independent advisory services ensure that clients receive the support necessary for effective financial planning and management. Generated from the website

Stifel is a wealth management firm dedicated to providing exceptional support and resources for financial advisors, emphasizing a seamless transition process and a culture designed for advisor-driven growth. With a comprehensive suite of investment products, technology, and nationally recognized research, Stifel empowers advisors to enhance client relationships and expand their practices. The firm prides itself on its commitment to client satisfaction, as highlighted by testimonials from advisors who appreciate the personalized support and collaborative environment. Stifel's innovative approach combines the capabilities of a large firm with the attentive service of a small firm, making it a preferred choice for advisors seeking to advance their careers in a dynamic financial landscape. Generated from the website