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Our Vision

A financial planning firm with a protection focus, supporting our advisors in delivering financial freedom to our clients while serving the communities in which we live.

Putting Our Clients First

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.

How We Can Help

Our financial professionals are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams.


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

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Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Connect with a knowledgeable and experienced Financial Professional near you.

Find Your Financial Professional

Looking For a New Career?

At Financial Partners of Upstate New York, you’ll be part of an entrepreneurial system with the freedom to provide financial solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that aim at getting results.

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