Miri Y. Upton, BFA™, CRPC®, CRPS®
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CA,FL,MA,NJ,NY,PA,TX
Our Philosophy is simple, we pride ourselves in understanding our clients and their unique goals and challenges, creating plans and solutions tailored to their needs objectives and goals.
It is not only enjoyable but rewarding to assist our clients build and protect a solid financial foundation for their future.
Miri is a dedicated Financial Adviser, working with individuals, families, and business owners to organize and simplify their financial lives. With a focus on education and empowerment, she is passionate about providing tools to help fulfill their hopes and dreams.
Whether your goals are to save for retirement, education, estate planning strategies, or risk protection, she can customize a strategy for your specific needs.
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Securities offered through Securities America, Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Securities America are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
