UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
JOE RICE: My background as a business owner and negotiator helps our clients get the best price for their home when selling or the most home value for their money when buying. PAT RICE: As a former mathematics teacher and consultant for New York Schools, my skills are a great addition helping our clients with pricing and understanding the market variables.
We have the experience and dedication to bring your dreams to reality! We guarantee your satisfaction, and we won’t leave until the job is done right. Call or click to schedule a free estimate today!
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Purchase and Refinance Mortgages **Conventional **Jumbo Products **FHA **VA **USDA **Down Payment Assistance Programs