Broker Check

Company News

2018 Agency Mid-Year Meeting

At the halfway point of the year, we take time to bring all our advisors and staff together to connect, provide firm and industry updates, review how the first half of the year went, and outline our initiatives for the remainder of 2018. Thank you to our entire team for taking time out of their busy schedules to attend!

Published July 20, 2018

Proud sponsors of the 2018 Kaely's Kindness Mother-Daughter Luncheon

Financial Partners is a proud supporter of Kaely's Kindness Foundation and we are excited to be sponsors of the 2018 Mother-Daughter Luncheon! A special thank you to one of our advisors, Tim Stalker, for representing our firm at the event and being a champion for this great cause!

Published March 8, 2018

2018 Agency Kick-Off Meeting

Our annual kick-off meeting was held in Rochester this year. We love these opportunities to get our entire firm together to talk about the successes of 2017, to plan out our goals and expectations for 2018, and to hear from the head of our firm, Sam Terrazzino! We also had a special guest speaker, Ed Slott, the foremost source of knowledge and insight on IRAs and retirement planning.

Published January 19, 2018

2017 Holiday Toy Drives

Throughout the months of November and December, our offices ran toy drives and collected hundreds of toys (as well as monetary donations) for two amazing organizations: GA Family Services Foster Care and Toys for Tots. A huge thank you to our advisors and staff for their incredible generosity!

Published December 15, 2017

Financial Partners converts to General Agency status

Financial Partners of Upstate New York has officially converted to a General Agency within the MassMutual organization! This is only granted to firms that display a solid foundation and infrastructure, train and support successful financial professionals, and show a strong potential for growth, both short- and long-term. This conversion will allow us to operate with a greater amount of autonomy and will give us the opportunity to provide the very best service to our clients and the community as a whole. Thank you to all of our advisors and staff for helping us reach this incredible milestone! We're so excited to what this next chapter has in store!

Published October 1, 2017

Quota Buster 2017 Kick-Off!

Quota Buster is the biggest sales event of the year for all the MassMutual firms. In early September, we kicked off this event with a football themed party at each of our office locations. It was a little rainy and chilly, but we had a great time eating BBQ, playing games, and winning prizes!

Published September 5, 2017

2017 Agency Mid-Year Meeting

Our firm hosted our annual mid-year meeting on August 1 and it was a great success! We utilize this time to bring all our offices together to connect, share ideas, discuss challenges and opportunities we have, celebrate our accomplishments, and encourage one another. A huge thank you to everyone who attended!

Published August 1, 2017