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Upstate Financial Network Supports

2020 Walk to End Alzheimer's

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A Passion for What is Possible

with the power to help you succeed.


Move Your Money Forward

ALERT FOR NYS LIFE & ANNUITY POLICY HOLDERS

Welcome.

We’re Upstate Financial Network, LLC.

Building, Managing, and Protecting Wealth


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