Upstate Special Risk Services, Inc.

InsuranceNew York, United States2-10 Employees

Upstate Special Risk Services, Inc. is a national insurance brokerage that concentrates on fixed products, with a track record dating back to 1974. Based in Rochester, New York, the firm supports registered representatives and their compliance teams by applying specialized knowledge to the design and underwriting of fixed products. Its client roster includes LifeMark Securities Corp. and reps from numerous broker-dealers, and it is described as a preferred provider for these registered reps. The company also provides ongoing business support to both registered representatives and independent producers through a team of seasoned professionals and underwriters focused on complex case design and underwriting needs. In 2020, ownership changed hands when Liz Casper assumed the role of owner and President, succeeding long-time owner Andy Kalinowski.

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