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About Our Firm

Our Mission

We are a team of financial professionals, fully committed to our clients. We offer comprehensive, strategic, and sound financial advice to help our clients reach their goals.

Our mission is to be the premier financial services firm in Upstate New York, and we will set the standard by which others measure success.

How We Work

Financial Partners of Upstate New York, a member of the MassMutual Financial Group, is a full service financial services agency. Our firm consists of advisors and staff who are experienced and knowledgeable in investments and insurance and will bring different points of view to your financial plan. We take a holistic approach to financial planning to help you build a truly diversified portfolio of retirement, wealth management, asset protection, and estate planning solutions. You will receive advice and guidance tailored to meet the needs of you, your family, and your small business.

We go beyond serving our clients. We make every effort to educate them about their financial options. We strive to help clients make the best decisions based on their own unique and individual circumstances. We hope to empower clients, helping them to recognize that they are ultimately in control of their own financial destiny. Our financial professionals are dedicated to making a difference in people’s lives. We build strong, long-term relationships with our clients, and enable them to make conscious, deliberate decisions about their financial future.

Our Values

Firm Centricity

As a team, we remain proud and encourage growth through togetherness. Our agents and infrastructure demonstrate unwavering loyalty to our agency and contribute positivity to our firm’s culture. We share firm values and reflect on them through everyday actions, inside the firm as well as in the community.


Client Centricity

We engage every client in a planning-based relationship with a focus on protection as the foundation of financial wellbeing. Our advisors and staff members are always displaying competence, diligence, and confidentiality.


Honesty & Integrity

We continuously work at showing our clients, advisors, and staff that we hold their best interests in the forefront of our minds. This is demonstrated by showing empathy and humility, while holding ourselves to the highest industry standards.


Strive for Excellence

Our firm strives to be an industry leader by encouraging and continuing personal growth through education that is both collaborative and self-guided. We act as an industry role model by displaying constant professionalism as well as showing drive, determination, and dedication to our clients.

Our History

Our firm has a long history and presence in the region. We started as a part of MetLife over 75 years ago. Roughly 10 years ago, MetLife acquired New England Financial which allowed us to grow our firm, enlarge our reach, and provide financial assistance to a greater number of families and business owners. In July of 2016, MetLife decided to part ways with their US Retail business, and we were acquired by MassMutual. 

At that time, we re-branded ourselves as Financial Partners of Upstate New York to better speak to our philosophy and to the community in which we serve and operate. We believe in partnering with our clients, partnering with other business leaders, and partnering with the community in bringing financial independence to all.

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