Who We Are
Financial Partners of Upstate NY is backed by a team of experienced professionals in investments and insurance who bring different points of view to your financial plan. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. You receive advice and guidance tailored to meet the needs of you, your family and your small business.
Our firm has been serving the financial needs of over 175,000 clients throughout Upstate New York, including Buffalo, Rochester, Syracuse and Elmira as well as in other states across the United States for over 75 years. Our experienced team of professionals serves as advocates for our clients, as well as those depending on them.
Managing Partner of Financial Partners of Upstate NY Samuel Terrazzino
We are committed to the communities where we work and live. Our involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we've earned the trust of so many people in the Upstate New York region.