Uptick Financial Services, Inc.

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(770) 446-1380(770) 446-1380 View Website »

7094 Peachtree Industrial Boulevard, Suite 150Norcross, GA 30071

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Business details

Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Banking
  • Brokerage Services
  • Debt Consolidation
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Loans or Financing
  • Mortgage Loans

Minimum Investment

  • $1,000 - $10,000

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • SAT
  • SUN
  • 9:00am
  • 5:00pm

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