Upward Financial Planning

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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.

Services We Offer
Financial Planning, Investments, Tax Planning, and Preparation

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https://www.facebook.com/daniel.colston.3/
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https://www.linkedin.com/in/daniel-colston-cfp%C2%AE-1002a411b/

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Businesses Accounting/Finance Financial Planning/Advising

Details and Specs

Hours of Operation:

	Open	Closed
Mon	9:00 AM	5:00 PM
Tue	9:00 AM	5:00 PM
Wed	9:00 AM	5:00 PM
Thr	9:00 AM	5:00 PM
Fri	9:00 AM	5:00 PM
Sat	Closed
Sun	Closed

Business Size:

1-10

Notes:

None Listed

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Name:	Upward Financial Planning
Phone:	(540) 580-2501
Website:	https://upwardfp.com
Address:	5301-B Williamson Rd. Roanoke, VA 24012 USA

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