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Services

How We Work

Financial Partners of Upstate New York offers so many different services for people who need assistance with financial planning. From college savings to disability income insurance, we can do it all. We can help you with the following:

Investments

Annuities

Investment Securities

Mutual Funds

Financial Planning

529 College Savings Plan

Retirement Planning

Trust Services


Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jirving@financialguide.com  |  (716) 372-4402