Business Details
About
Financial PlanningLife Insurance AgencyInsurance AgencyInvestment Service
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Financial Partners of Upstate New York
400 Meridian Centre Boulevard, Ste 101, Rochester, NY
14618, United States
Hours
Reviews
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- SAScott AFeb 16, 20201.0I wouldn't trust these people with my lunch money
- DADennis AllendeMar 25, 20191.0I can't speak for Financial Partners of Upstate New York as a whole, but I can comment on one of their managers (JB). He was a manager/sales trainer at a financial services firm in Vienna, VA until he was run out of town. JB is pretty much just a used car salesman. Nice guy, but his tactics are very neanderthal. He started out in Buffalo, NY at age 18 and worked his way up (go to the website, you'll see his bio). JB was also afraid to go out into the field to demonstrate his strategies he would teach in class. He pretty much knew they didn't work. Again, he was a really nice guy, but when the managing partner of the Vienna firm got fired in early 2018 and they hired his replacement, I heard the replacement realized he was not very professional and let him go. Once again - JB is a nice guy, but he's not a very good advisor. I wish him well. If you're thinking of joining this firm, steer clear of his classes!
Frequently Asked Questions About Financial Partners of Upstate New York
What types of financial products does Financial Partners of Upstate New York offer?
They offer insurance, annuities, retirement products, mutual funds, and securities.
What services can I expect from Financial Partners of Upstate New York?
They provide retirement services, financial services, and investment advisory services.
What are the office hours for Financial Partners of Upstate New York?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is Financial Partners of Upstate New York located?
They are located at 400 Meridian Centre Boulevard, Ste 101, Rochester, NY 14618.
Does Financial Partners of Upstate New York have accessibility features?
Yes, they have wheelchair accessible entrances and restrooms.
What languages are spoken at Financial Partners of Upstate New York?
English, Russian, and Spanish are spoken.
Is Financial Partners of Upstate New York affiliated with any organizations?
Yes, they are associated with FINRA and SIPC.
Which nearby financial service professionals are close to Financial Partners of Upstate New York?
Nearby financial services include Priscilla Parker: Financial Services Professional, Deer & Yunker Financial Partners, Flower City Advisory, Concept Financial Group, and Family Wealth and Legacy.
Are there legal services nearby that clients might consider visiting before or after their appointment?
Yes, nearby legal services include Davidson Fink LLP, Segar & Sciortino, McConville Considine Cooman & Morin PC, Evans Fox LLP, and Jon E. Bonavilla.
What other businesses near Financial Partners of Upstate New York might be useful to visitors?
Nearby businesses include Kelly Services (employment agency), Davis-Ulmer Fire Protection (home security), and Wells Fargo Advisors (bank).