Insights

Established Client Base Financial Partners of Upstate New York has served over 175,000 clients across multiple states for more than 75 years, indicating a strong and loyal customer base that can be leveraged for cross-selling new products and expanding service offerings.

Diversified Services The firm offers a holistic approach encompassing retirement, wealth management, asset protection, and estate planning, presenting opportunities to introduce specialized financial products and advisory services tailored to different client segments.

Market Presence With a presence focused in Upstate New York and a wide licensing network across numerous states, there is potential to expand geographically or deepen penetration in existing markets through targeted marketing and local outreach.

Digital Infrastructure The use of modern web technologies suggests the firm values digital engagement, providing opportunities to offer online financial planning tools, virtual consultations, and digital marketing campaigns to attract tech-savvy clients.

Financial Scale With revenue estimated between $50 million and $100 million and a sizable team of professionals, the company is positioned for growth initiatives, including premium advisory services, advanced insurance solutions, or strategic partnerships in the financial services sector.

Financial Partners of Upstate New York, a MassMutual firm Tech Stack

Financial Partners of Upstate New York, a MassMutual firm uses 8 technology products and services including Section.io, Font Awesome, Awesomplete, and more. Explore Financial Partners of Upstate New York, a MassMutual firm's tech stack below.

  • Section.io
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • ScrollReveal
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Google Tag Manager
    Tag Management

Media & News

Financial Partners of Upstate New York, a MassMutual firm's Email Address Formats

Financial Partners of Upstate New York, a MassMutual firm uses at least 2 format(s):
Financial Partners of Upstate New York, a MassMutual firm Email FormatsExamplePercentage
FLast@financialguide.comJDoe@financialguide.com
76%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
4%
LFirst@financialguide.comDJohn@financialguide.com
1%
First@financialguide.comJohn@financialguide.com
1%
FirLast@financialguide.comJohDoe@financialguide.com
1%
FiLast@financialguide.comJoDoe@financialguide.com
1%
FMLast@financialguide.comJMDoe@financialguide.com
1%
First.Last@financialguide.comJohn.Doe@financialguide.com
1%

Frequently Asked Questions

Where is Financial Partners of Upstate New York, a MassMutual firm's headquarters located?

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Financial Partners of Upstate New York, a MassMutual firm's main headquarters is located at 6500 Sheridan Drive, Suite 300. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Financial Partners of Upstate New York, a MassMutual firm's phone number?

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You can contact Financial Partners of Upstate New York, a MassMutual firm's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Partners of Upstate New York, a MassMutual firm's official website and social media links?

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Financial Partners of Upstate New York, a MassMutual firm's official website is financialpartnersofupstatenewyork.com and has social profiles on LinkedIn.

What is Financial Partners of Upstate New York, a MassMutual firm's NAICS code?

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Financial Partners of Upstate New York, a MassMutual firm's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Partners of Upstate New York, a MassMutual firm have currently?

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As of December 2025, Financial Partners of Upstate New York, a MassMutual firm has approximately 201 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: D. D.Vice President - Application Security: S. M.Vice President & Chief Data Scientist, Head Of Data Science, Data Engineering, Advanced Analytics: S. M.. Explore Financial Partners of Upstate New York, a MassMutual firm's employee directory with LeadIQ.

What industry does Financial Partners of Upstate New York, a MassMutual firm belong to?

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Financial Partners of Upstate New York, a MassMutual firm operates in the Financial Services industry.

What technology does Financial Partners of Upstate New York, a MassMutual firm use?

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Financial Partners of Upstate New York, a MassMutual firm's tech stack includes Section.ioFont AwesomeAwesompleteScrollRevealModernizrjQuery MigrateSWFObjectGoogle Tag Manager.

What is Financial Partners of Upstate New York, a MassMutual firm's email format?

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Financial Partners of Upstate New York, a MassMutual firm's email format typically follows the pattern of FLast@financialguide.com. Find more Financial Partners of Upstate New York, a MassMutual firm email formats with LeadIQ.

Financial Partners of Upstate New York, a MassMutual firm

Financial ServicesNew York, United States201-500 Employees

Financial Partners of Upstate New York is a MassMutual firm. We are 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 will 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 serve as advocates for our clients, as well as those depending on them.

We have individuals registered to offer insurance and securities in the following jurisdictions:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IO, KS, KY, LA, MA, ME, MI, MN, MS, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, PR

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Please contact this office with any questions or for further information. 

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.  Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org).

Section iconCompany Overview

Headquarters
6500 Sheridan Drive, Suite 300
Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Financial Partners of Upstate New York, a MassMutual firm's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Financial Partners of Upstate New York, a MassMutual firm's revenue is estimated to be in the range of $50M$100M

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