6500 Sheridan Drive
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.
Climb Your Mountain.
From individual investors to entrepreneurs, our services are designed for your success.
Are You Retirement Ready?
We understand that you have questions, concerns, and doubts about your retirement plan. Our financial professionals are here to help.
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.
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.
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.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Connect with a knowledgeable and experienced Financial Professional near you.
Why Financial Partners of Upstate New York?
"Our firm is focused on always doing the right thing for our clients. Since we focus on holistic financial strategies, we’re able to actually follow through on that because our planning and recommendations are tailored to each specific client and what their goals and needs are."
"As a firm we make a positive impact in and on our community by making people aware of the importance of a solid financial future and by participating in the community at events that make a difference in people’s lives."
"Whether it’s helping young professionals get started on the right foot or explaining how a lifetime of savings is now going to help support your retirement, and even potentially leave something to the grandchildren, we help our clients reach their personal goals."
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.