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Mommies and Money
  • Organize, Educate, Simplify

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About us

services

Introduction

Mommies and Money, founded by Miri Upton in 2012, strives to assist mothers and the ones they love to organize, educate and simplify many aspects of their lives. Miri’s deep love for helping others, along with her outgoing and vibrant personality, keen skills and strong work ethic has allowed her to develop this company.

A native of Bergen County, New Jersey, Miri currently resides in Mahwah with her husband and daughter. She currently holds a Series 7 & 66 Registrations, Life, Health & Accident Insurance Licenses and has the CRPC® and CRPS® designations. She earned her Bachelor of Arts degree in Psychology from William Paterson University. Outside of the office, Miri enjoys spending time with her family and friends, volunteering her time, reading and fine dining. In the community she volunteers with several non-profits and serves as a Director of the Mahwah Regional Chamber of Commerce.


Legal

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604, 914-428-4000. Mommies and Money, LLC is independent of Equity Services, Inc.

Miri Upton is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: New Jersey & New York. Miri Upton is insurance licensed in the following states: New Jersey & New York. TC87246(0116)1

Our services

We are doing a couple of things you might be interested in.

Utilizing industry experience and resources, we provide a warm, friendly and professional approach while assisting you to organize and understand some of the most important documents your family has and needs. Our services are tailored to meet the needs of each client.

Our program includes

Data Collection

Helping you locate and prepare important financial and legal documents.

Personalized Checklist

Each client is unique. A checklist will be tailored to your individual needs.

Organization

During our session, we will organize your documents and personal information while answering any questions. These documents should be stored by you in a secure location. We will discuss and outline a plan of action. If necessary.

Referrals

Looking for a Financial Advisor, Lawyer, or an Accountant? No problem! We can refer you to our trusted network of seasoned professionals.

Who Are Our Clients ?

You Are!
Mommies and Money has a program for everyone.

Individual or Family

Semi-private groups

Small groups

Corporate

Contact us today to schedule your session!

Contact us

Address:

Mommies and Money
PO Box 84
Ramsey, NJ 07446 USA

Phone:

201.338.0694
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Copyright © 2015 Mommies and Money / All rights reserved.