Broker Check

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

Clients First

Our clients are our commitment. They are the reason we are in this industry. Their needs come first, before all else.

Positive Advisor Support

Our firm prides itself in having a strong, robust team of staff to support the advisors and what they do. We have highly trained and intelligent staff in a number of areas including financial product training, marketing and tech support, advisor development and training, case design and new business. We are ready to assist our advisors with whatever they need.

Teamwork and Collaboration

We foster an environment and culture of collaboration where ideas and best practices are shared across all positions and all channels within our firm. We encourage the sharing and consideration of diverse points of view. We treat each other with respect and we are a unified team in all we do.

Integrity

We will always operate within the highest ethical and moral code. We believe in transparency and honesty. We hold ourselves accountable for the financial advice we give and the relationships we build. Reiterating our first value of "Clients First", the financial plans we build for our clients are designed for what's best for them; what properly fits their needs. 

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.

Meet Our Leaders

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Find an Advisor

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Meet our Support Staff

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Our Allies

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