Financial Partners of Upstate New York – Syracuse Office

Satellite Office

308 Maltbie Street, Suite 101
Syracuse, NY 13204

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    Our Financial Professionals

    1. Patty Brooks

      Financial Partners of Upstate New York – Syracuse Office

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Samuel Chavarria

        CLU®, ChFC®

        Financial Partners of Upstate New York – Syracuse Office

        Focus:

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

        • English
        • Richard E. Cote, Jr.

          CLU®, ChFC®

          Financial Partners of Upstate New York – Syracuse Office

          Focus:

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

          • English
          • Anthony "Tony" Hooper

            Financial Partners of Upstate New York – Syracuse Office

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners

            Languages:

            • English
            • Don Karlik

              JD**

              Financial Partners of Upstate New York – Syracuse Office

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • James Macri

                CLTC®, LUTCF®

                Financial Partners of Upstate New York – Syracuse Office

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Daniel "Dan" Michel

                  LUTCF®

                  Financial Partners of Upstate New York – Syracuse Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Mark Modzeleski

                    CFS®, AIF®, CLTC®

                    Financial Partners of Upstate New York – Syracuse Office

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Melissa Renne

                      Financial Partners of Upstate New York – Syracuse Office

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Daniel Rohnke

                        Financial Partners of Upstate New York – Syracuse Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Jason Shannon

                          Financial Partners of Upstate New York – Syracuse Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Jennifer Shorr

                            Financial Partners of Upstate New York – Syracuse Office

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Jay P. Sullivan

                              CFP®, CLTC®

                              Financial Partners of Upstate New York – Syracuse Office

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Retirement Income Planning
                              • Estate Planning
                              • Show More

                              Languages:

                              • English
                              • Lou Tabone

                                CASL®, CFP®, ChFC®, CLTC®, CIMA®

                                Financial Partners of Upstate New York – Syracuse Office

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Jason Terranova

                                  Financial Partners of Upstate New York – Syracuse Office

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  CRN202109-253382