I had a great experience with Financial partners of upstate new york. Their team was very professional and responsive to my inquiries. They provided me with useful financial advice without any hassle. I would definitely recommend them to anyone in need of financial services.
I had an excellent experience with Financial partners of upstate new york. Their team provided me with valuable financial advice and guided me through the process with patience and professionalism. I would highly recommend their services to others.
👍 Financial partners of upstate new york provided me with exceptional financial guidance. The team was friendly, knowledgeable, and made me feel valued as a customer. I am extremely satisfied with their services and would highly recommend them. 👍
As a long-time customer of Financial partners of upstate new york, I have always been impressed with their professionalism and expertise. Their team is dedicated to helping their clients achieve their financial goals. I highly recommend their services.
Financial partners of upstate new york are reliable and trustworthy. They have a wide range of financial products and provide personalized solutions based on individual needs. I have been a customer for several years and am happy with their services.
👍 The Financial partners of upstate new york, a member of the massmutual financial group, exceeded my expectations. I was extremely satisfied with their services and the level of professionalism. They have a customer-centric approach and I would definitely recommend them to others. 👍
The Financial partners of upstate new york, a member of the massmutual financial group, is a great company to work with. They have a team of professionals who are knowledgeable and provide excellent service. I highly recommend them.
Working with Financial partners of upstate new york has been a pleasure. They are highly knowledgeable and offer excellent customer service. I appreciated their attention to detail and the personalized approach they took to meet my financial goals.
I recently had the opportunity to work with Financial partners of upstate new york and I was impressed by their professionalism and dedication. They provided me with valuable financial advice and helped me make informed decisions without any pressure. I highly recommend their services.
Matt Merola is simply the best. Honest, hard working, and highly professional. I recommend that anyone with a financial need speak to Matt. I am richer personally and financially due to our relationship-- and I am a previous CFP myself. My sincerest thanks to Matt, THANK YOU!!
I 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!
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