Mission

At our firm, we believe that proactive and face-to-face communication is critical to ensure our clients have a clear understanding and sense of security when preparing for retirement, managing risk, investing, and preserving wealth. Our mission is to create a personal financial plan for our clients while keeping their current, short-term, and long-term goals in mind. To ensure the most beneficial experience, and to provide adequate solutions, we believe in creating a trusting and positive relationship with each of our clients and their families. 

Upstate Professional Planning Services is an independent financial services firm dedicated to building trusting relationships with clients who are looking to pursue professional guidance. We offer customized investment management and financial approaches accompanied with honest advice and suggestions. Our ultimate goal is to provide our clients with the most beneficial and exceptional strategies to invest and preserve their wealth while also preparing for retirement.