Mommies and Money

Miri Upton

Mommies and Money 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, 15 Fisher Lane, White Plains, NY 10603, 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. TC79729(0504)1

Our process includes

Locating important financial and legal documents and have them available at our session. A checklist will be provided.

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 will be provided to other professionals, for example, Financial Advisor, Lawyer or Accountant. At the end of our session, we will schedule a three month follow-up. Contact us today to schedule your session!