Experienced Professionals
Our team of professionals have years of experience in financial service and would love to help assist you in your journey to retirement. We look forward to working with you.
Upstate Professional Planning has served in the Rochester community for more than three decades. The Upstate Professional Planning team explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. "We can help identify potential roadblocks and uncover hidden opportunities."
Personalized Experience
Our business is built on a foundation of thoughtful client relationships.
Our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.