Upward Financial Planning

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5301-B Williamson Rd., Roanoke, Virginia, 24012, United States

Phone: (540) 580-2501

About Upward Financial Planning

Established January 2022

Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond. We specialize in helping business owners and retirees lower taxes and optimize investments. Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. He successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2019 and satisfied the 2-year experience requirement, making him a CERTIFIED FINANCIAL PLANNER™ professional.

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‣ Business Advisor ‣ Business Evaluation ‣ Business planner ‣ Financial Advisor ‣ Financial Planner ‣ Investment Advice ‣ investment advisor ‣ Investments ‣ retirement planner ‣ Tax planner ‣ Wealth Management ‣ wealth manager

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