Founded in 1982, Upstate Financial Network is an independent financial services firm based in Syracuse, New York. The company operates on a team-based approach to provide comprehensive and customized financial planning, wealth management, retirement planning, and investment management services to individuals, families, and businesses. Its mission focuses on building long-term client relationships to help them achieve their financial goals. The firm's advisors are affiliated with Commonwealth Financial Network®, a registered investment adviser and broker-dealer.

Founded in

United States