Purse Strings Approved Professionals

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Miri Y. Upton Purse Strings
Financial Advisor
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Miri Y. Upton, BFA™, CRPC®, CRPS®

Financial Advisor, Synergia Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
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 Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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 Read more...
SPECIALTIES.
  • Business Financials
  • Business Insurance
  • Business Succession Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
79 N Franklin Tpke, Suite 107
Ramsey
New Jersey
07446
United States
SERVING:
CA,FL,MA,NJ,NY,PA,TX
Virtual Appointments Available