Account Access / Consolidation Risk Assessment

 Sigma Financial Corporation is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized  service.

Since 1983, we have been leading clients to financial  freedom, living up to our motto: "Financial planning today for financial  freedom tomorrow."  Today, Sigma Financial Corporation stands out as one of Michigan’s premier independent broker/dealers.  With more than 600 representatives, Sigma Financial Corporation services all 50 states.

And because of our commitment to personal and responsive service, we have won the #1 spot as Broker Dealer of the Year in the Investment Advisor Poll for the a record nine times.  

Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open  architecture of platforms and products. 

Our independence enables us to establish working relationships with a number of industry-leading mutual funds, separate account managers, third-party asset managers,  annuity and insurance providers whose products we can leverage to create customized client solutions. We recommend only those products and services that can be tailored to suit  our clients' unique needs.