HOW WE'RE DIFFERENT
WITH MORE THAN 300,000 ADVISORS ACROSS THE COUNTRY, WHAT MAKES US DIFFERENT?
YOU MAY THINK IT'S BECAUSE...
We're fiduciaries, legally required to be 100% transparent with everything we do and always act in our clients' best interests.
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We offer a comprehensive suite of financial services that go beyond managing investments.
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We use evidence-based investment strategies consisting of index funds and ETFs designed to optimize long-term performance and minimize income taxes.
WHILE THESE ARE ALL REASONS WHY CLIENTS CHOOSE ONE-UP FINANCIAL,
WHAT MAKES US UNIQUE IS...
Our experience and expertise working as licensed CPAs and CFPs who specialize in working with small business owners, sales executives and retirees.
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Our ability to provide tax planning and tax preparation services to our clients as an added benefit to working with us.
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Our service model which is designed to address the unique challenges and opportunities presented to business professionals who are nearing or recently entered retirement.
CONTACT US
ONE-UP FINANCIAL
1545 West 38th Street
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