Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners

Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners Private Wealth Managers. Bringing financial confidence to people in life transitions - GROW through it, don’t just GO through it! Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o

f the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/03/2026

3 hidden risks inside target date funds could derail your retirement plan 🚨

06/01/2026

Certain asset classes actually thrive during inflation 📈

05/29/2026

Your withdrawal sequence matters more than your retirement date 💰

05/27/2026

Are you making these 3 costly investing mistakes? 💸

05/25/2026

Should you claim Social Security at 62 or wait until 70? The answer isn't as simple as the math suggests 💡

05/22/2026

This tax calculation could be worth more than a decade of investment returns 💰

05/20/2026

Your brain is wired to sabotage your portfolio 🧠

05/18/2026

The 4% rule doesn't work for age-gap couples 💡

05/15/2026

3 economic indicators every investor should monitor 📊

05/13/2026

Most widows make this expensive Social Security mistake 💙

Address

200 E. Big Beaver Road
Troy, MI
48083

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12484574550

Website

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