Image by Dylan Gillis

OUR TEAM

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Email: eric@oneupfinancial.com

Phone: (w) 814-325-2699

TERESA BOROWY
MARKETING ADVISOR

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CHARLES SCHWAB

CUSTODIAN, BACK-OFFICE

Charles Schwab is one of the largest banking institutions in the country with more than $1.6 trillion in client assets and over 3 million client accounts.

 

Their industry-leading research, technology, and investment infrastructure give One-Up Financial access to a broad range of products and services, allowing us to deliver exceptional value to the clients we serve. 

More about One-Up Financial and Schwab here

ONE-UP FINANCIAL BY THE NUMBERS

500

Fortune 500 experience

21

Years in the financial industry

15

Percentage of advisors with CPA, CFP designation

How we position our clients

 

1st