Financial Partners of Upstate New York

    Main Office

    400 Meridian Centre Boulevard Suite 101 Rochester, NY 14618-3989
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    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.

    Our Community

    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.

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc., Member SIPCSupervisory Office: 400 Meridian Centre Blvd., Suite 101, Rochester, NY 14618-3989; Phone: 716-634-1515.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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