Financial Partners of Upstate New York

Main Office

400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Samuel Terrazzino

General Agent of Financial Partners of Upstate NY

Our Financial Professionals

  1. Benjamin "Ben" Burke

    Financial Partners of Upstate New York

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Retirement Strategies
    • Retirement Income Planning
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    Languages:

    • English
    • Nicholas "Nick" Cantando

      Financial Partners of Upstate New York

      Focus:

      • Insurance Strategies

      Languages:

      • English
      • John Ceddia

        LUTCF®

        Financial Partners of Upstate New York

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Michael Curtis

          CLU®, LUTCF®, MBA

          Financial Partners of Upstate New York

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Bruce Dean

            Financial Partners of Upstate New York

            Focus:

            • Insurance Strategies

            Languages:

            • English
            • Michael Deer

              CFP®, AIF®

              Financial Partners of Upstate New York

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Christopher DeMayo

                LUTCF®

                Financial Partners of Upstate New York

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Special Care
                • Show More

                Languages:

                • English
                • Paul DiDuro

                  LUTCF®

                  Financial Partners of Upstate New York

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Salvatore DiMartino

                    Financial Partners of Upstate New York

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Michael Donahue

                      LUTCF®

                      Financial Partners of Upstate New York

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Furqan Hassan

                        Financial Partners of Upstate New York

                        Focus:

                        • Insurance Strategies
                        • Business Owners
                        • Investment Strategies

                        Languages:

                        • English
                        • Karl E. Heath, Jr

                          Financial Partners of Upstate New York

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                          • Kyle McDermott

                            AIF®, CFP®

                            Financial Partners of Upstate New York

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Matthew Merola

                              Financial Partners of Upstate New York

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • John Mitrano

                                Financial Partners of Upstate New York

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Emilio Monti, Jr

                                  Financial Partners of Upstate New York

                                  Focus:

                                  • Insurance Strategies

                                  Languages:

                                  • English
                                  • David Moore

                                    CFP®, CLU®, CASL®

                                    Financial Partners of Upstate New York

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Micah Moore

                                      Financial Partners of Upstate New York

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Lisa D. Mulvaney

                                        Financial Partners of Upstate New York

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • College Funding Strategies
                                        • LGBTQ
                                        • Show More

                                        Languages:

                                        • English
                                        • Kurt H. Pentoney

                                          CLTC®, LUTCF®, CFBS

                                          Financial Partners of Upstate New York

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies
                                          • Business Owners
                                          • Retirement Income Planning
                                          • Show More

                                          Languages:

                                          • English
                                          • David Pettinelli

                                            Financial Partners of Upstate New York

                                            Focus:

                                            • Insurance Strategies

                                            Languages:

                                            • English
                                            • Frank Piacente

                                              Financial Partners of Upstate New York

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Thomas Queri

                                                ChFC®

                                                Financial Partners of Upstate New York

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies
                                                • Business Owners
                                                • Retirement Income Planning
                                                • Show More

                                                Languages:

                                                • English
                                                • Kathleen Revekant

                                                  Financial Partners of Upstate New York

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • David Saxton, Jr.

                                                    Financial Partners of Upstate New York

                                                    Focus:

                                                    • Insurance Strategies

                                                    Languages:

                                                    • English
                                                    • David Schmidl

                                                      LUTCF®, RICP®

                                                      Financial Partners of Upstate New York

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Michael Schrouder

                                                        LUTCF®

                                                        Financial Partners of Upstate New York

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Christa Sharkey

                                                          Financial Partners of Upstate New York

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Jody Sherman

                                                            Financial Partners of Upstate New York

                                                            Focus:

                                                            • Insurance Strategies

                                                            Languages:

                                                            • English
                                                            • LeShay Smith

                                                              Financial Partners of Upstate New York

                                                              Focus:

                                                              • Insurance Strategies

                                                              Languages:

                                                              • English
                                                              • Michael Snow

                                                                Financial Partners of Upstate New York

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies
                                                                • College Funding Strategies
                                                                • Retirement Income Planning
                                                                • Show More

                                                                Languages:

                                                                • English
                                                                • Bruce Sunderville

                                                                  LUTCF®

                                                                  Financial Partners of Upstate New York

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Michelle Underwood

                                                                    Financial Partners of Upstate New York

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Patrick Underwood

                                                                      LUTCF®

                                                                      Financial Partners of Upstate New York

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Robert Walls

                                                                        Financial Partners of Upstate New York

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Jefferson "Jeff" Webster

                                                                          AEP®, ChFC®, MSFS

                                                                          Financial Partners of Upstate New York

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Mark Yuhnke

                                                                            LUTCF®, ChFC®, CLTC®

                                                                            Financial Partners of Upstate New York

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Julie Yunker

                                                                              CFP®, ChFC®, CLU®

                                                                              Financial Partners of Upstate New York

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies

                                                                              Languages:

                                                                              • English
                                                                              CRN202109-253382