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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

You have goals. Ours is helping you achieve them.

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

Putting Our Clients First

At Financial Partners of Upstate New York, we are committed to helping you achieve your goals.

We believe in holistic financial planning. This means that we don't intend on selling our clients a product and then walking away. We believe in developing long-term relationships, and serving as their advisor through-out their lives. We will build tailored plans to get them where they want to go. 

We will provide professional and insightful guidance to ensure that you’re well informed and confident of your financial plans, no matter where you are in your life journey. From individual investors to entrepreneurs, our services are designed for your success.

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Services

We create strategies tailored to your goals, for families, and for business owners

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Expertise

We have the knowledge and experience to fully address your financial needs.

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Find an Advisor

Connect with knowledgeable and experienced advisor near you.

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Planning for a long, enjoyable retirement

Everyone dreams of retiring comfortably, and doing so early enough to enjoy every part of it. We understand that you have questions, concerns, and doubts about your retirement plan. Our advisors are here to help.

After gaining a full understanding of your goals and values, we craft solutions designed to help you live the life you’ve always imagined. Whether you’re retiring soon, or you still have some years left in the workforce, our tailor-made strategies are designed to grow and protect your wealth while providing a foundation for tomorrow.

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Search our company directory

  • Alexandra Erath
  • Alexio Medina
  • Amanda Neubauer, CFP®, LUTCF®
  • Andrew Roy
  • Andrew Schneegold
  • Anthony Hooper
  • Benjamin Montreuil, CFP®
  • Bernadette Krueger, ChFC®, LUTCF®, CLTC®
  • Brandi Soundara
  • Brook Mellon
  • Bruce Erath, ChFC®, CLU®
  • Bruce Sunderville, LUTCF®
  • Bruce Bowman
  • Bryan Bonisteel, AIF
  • Cathy Lynn Mock
  • Charlie Williams, CLU®, ChFC®, LUTCF®
  • Christa Sharkey
  • Christopher DeMayo, LUTCF®
  • Christopher Miller
  • Clifford Zell
  • Colleen Fitzhenry, CFP®, CLTC®
  • Connie Gilderhus, LUTCF®
  • Craig Mellenthine
  • Dan Michel, LUTCF®
  • Dana Trombley
  • Daniel Rohnke
  • Daniel Oglebay
  • Danielle Robertson, CFP®, CLTC
  • David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
  • David Moore, CFP®, CLU®, CASL®
  • David Schmidl, LUTCF®, RICP®
  • Dominick Madonna, Sr., LUTCF®
  • Don Karlik, JD
  • Donald Burns, CLU®
  • Elwyn Voss, CLU®, ChFC®
  • Furqan Hassan
  • George Bidjov, CFP®
  • Glenn Toczek
  • Gregory Borgosz
  • Hal Ware
  • Heather Halas, CFMC®
  • Heather Wilbur
  • Hiedi Chinelly
  • Jacob Glofka, MBA, CLTC®
  • Jacob Ernst
  • James Krueger, ChFC®, LUTCF®, CLTC®
  • James Macri, CLTC, LUTCF®
  • James Goupil
  • Jason Bird, CFP®, CAP®
  • Jay Sullivan, CFP®, CLTC
  • Jeff Sasserson
  • Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®
  • Jeffrey Keyes, CLU®, ChFC®
  • Jeffrey Chapman, CLU®, ChFC®
  • Jeredith Nolan, CLTC®, LUTCF®
  • Jesse Montanye
  • Joe Bukowski
  • Joe Manzella
  • Joel Henning
  • Joel St. Hilaire
  • John Goldman, ChFC®, CFP®, CLU®, CPA®*, MBA
  • John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®
  • John Mitrano
  • John Ceddia, LUTCF®
  • John Curvin, CRPC®
  • Joseph Genco
  • Josh Keller
  • Joshua Lauer
  • Julie Yunker, CFP®, CLU®, ChFC®, AIF®
  • Karl Heath
  • Kathleen Revekant
  • Kathy Giacovelli
  • Kathy Morgan
  • Keith Forbes
  • Kenneth Sendlak
  • Kevin McLoud
  • Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
  • Kyle McDermott, CFP®, AIF®
  • Lisa Griffin, CFP®
  • Lisa Denning Mulvaney
  • Liz Walton, LUTCF®, CLTC
  • Lori Ball
  • Louis Tabone, CFP®, CIMA®, CLTC
  • Makenzie Morrill
  • Marc Wegrzynowski
  • Marikay Flemming
  • Mark Kellogg, CASL®, RICP®
  • Mark Yuhnke, LUTCF®, ChFC®, CLTC
  • Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
  • Martin Steck, RICP®
  • Max Ambuske
  • Megan Grandillo
  • Melinda Dix
  • Micah Moore
  • Michael Deer, CFP®, AIF®
  • Michael Donahue, LUTCF®
  • Michael Gnacinski, CLTC®, LUTCF®
  • Michael Koziol, RICP®
  • Michael Bleyle
  • Michael Schrouder, LUTCF®
  • Michael Ruzhansky, CFP®
  • Michael Snow
  • Michelle Underwood
  • Myra Schroeder
  • Nancy Bolduc
  • Nathan Way, CLTC®, ChFC®, AIF®
  • Ned Tunmore
  • Nicholas Gnacinski
  • Nicholas Maloney
  • Nicholas Barnes, CFP®, MBA, MSA
  • Patrick Foley
  • Patrick Kellogg
  • Patrick Underwood, LUTCF®
  • Patty Brooks®
  • Paul DiDuro, LUTCF®
  • Rachel Blair
  • Rachelle Snyder
  • Randy Wyrozub
  • Rebecca Laursen-Castner
  • Richard Meade
  • Richard E. Cote, Jr., CLU®, ChFC®
  • Rick Pepperday
  • Rick Ungaro
  • Robert Walls
  • Ronald Hubbell, MBA
  • Samuel Gugliuzza, CMFC®
  • Samuel Terrazzino, CFP®, LUTCF®, MSM®
  • Samuel Chavarria, CLU®
  • Scott Marcin, JD
  • Sharon DiRisio
  • Shawn Jordan
  • Shawn Sipe
  • Stephen Retterer, CLU®, ChFC®, LUTCF®
  • Steven Lustig, CPA, CLU®
  • Steven Thibault
  • Susanne Daly
  • Tahir Jaffri
  • Tammy Hersch
  • Terry Sprow
  • Thomas Boeck, CLU®, ChFC®, REBC, CASL
  • Thomas Queri, ChFC®
  • Tiere' Simpson
  • Timothy Stalker, LUTCF®
  • Tom Kinyon
  • Trisha Stilwell
  • Tyler Guarasci
  • Vicki Dynarski

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