Merrill Lynch Financial Advisor Brian Upshaw

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Brian Upshaw is a Certified Financial Planner (CFP®) and financial advisor based in Tucson, Arizona. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. Brian provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. His practice is dedicated to guiding clients through the complexities of investment management and financial decision-making.

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