The Upstream team provides comprehensive financial planning for businesses and individuals to aid in protecting assets, providing health coverage and building a retirement and generational legacy.
Steve Tatro is an experienced Advisor who holds an Accredited Investment Fiduciary (AIF) designation granted by fi360, and a Certificate in Financial Planning from University of Texas – Austin. Please call for a complimentary hour long consultation on your future.
Services include using our new software analytics to review your current holdings or 401k Allocation and make sure that your portfolio matches up with your personalized risk profile.
Any other risks to the success of your business or family future will be assessed and solutions presented.
Put an experienced team with a stewardship approach to work for you and your family this year.
Address: 1717 N. IH 35, #150, Round Rock, TX 78664
Phone: 512-705-8375
Website: www.upstreamip.com
Email: statro@upstreamip.com
Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation.
| Sunday | Closed |
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
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