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A Passion for What is Possible

with the power to help you succeed.


Move Your Money Forward

Welcome.

We’re Upstate Financial Network.


 


We help:


Individuals

From planning for your retirement to optimizing your investments, we can help make sure you put your best foot forward.


Families

Estate, inheritance, insurance. All of these financial decisions affect your family’s future — let us help you make the right one.


Small Businesses

We’ll design a competitive qualified retirement plan that gives your employees more than one reason to stick around.


More About Our Services

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