Upstate Wealth Consulting

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Upstate Wealth Consulting Helping to grant you the financial freedom you deserve.

WE ARE LICENSED TO SELL INSURANCE IN THE FOLLOWING STATES:

Arizona, Florida, Georgia, Illinois, Michigan, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, West Virginia

WE ARE LICENSED TO SELL SECURITIES IN THE FOLLOWING STATES:

Arizona, Colorado, Florida, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia

We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Upstate Wealth Consulting is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

🎃🚜 FALL GIVEAWAY ALERT! 🚜🎃We're partnering with Savicki’s Farm Market to give away a limited number of tickets to Savick...
10/19/2026

🎃🚜 FALL GIVEAWAY ALERT! 🚜🎃

We're partnering with Savicki’s Farm Market to give away a limited number of tickets to Savicki's Hayride on October 24, 2026! 20 lucky winners will receive 2 tickets each for a fun-filled fall hayride🍂 https://bit.ly/4hXFezi

To enter:
✅ Like this post
✅ Follow our page
✅ Share this post

🎟️ Important: Winners must be able to pick up their tickets at Upstate Wealth Consulting prior to the event.
📅 Winners will receive a DM from us by 10/21

Tag a friend you'd bring along and get ready for some fall fun! 🍁🍂

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

🌟OCTOBER BUSINESS SPOTLIGHT🌟Every month, we're proud to showcase and support a different local business. This month, our...
10/16/2026

🌟OCTOBER BUSINESS SPOTLIGHT🌟

Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Modern Counseling and Wellness Co. led by Owner Natalie Detraglia. Their team is dedicated to providing innovative and personalized mental health support in a warm, upbeat environment.

Most recently, the team debuted a Modern Minis Play Studio: a developmental play space created to give kids the opportunity to simply be kids while learning, growing, and connecting through play. They meet children exactly where they are developmentally, using play to build practical skills such as communication, emotional awareness, social connection, problem-solving, and confidence. Modern Minis also serves as a community resource for families, creating opportunities for parents and children to make memories, explore their strengths, and embrace the magic of childhood together.

To learn more about Modern Counseling & Wellness Co., visit their website (https://bit.ly/4si9MiL) and follow them on Instagram: .

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Happy October! Did you know it’s Financial Planning Month?A strong financial plan isn’t just about where you are today; ...
10/02/2026

Happy October! Did you know it’s Financial Planning Month?

A strong financial plan isn’t just about where you are today; it’s about knowing where you want to go and having a strategy to help you get there.

Throughout the month, we’ll be sharing resources to help you plan your financial goals and the steps you can take toward a more confident financial future.

Follow along all month for resources you can put to work for your financial plan.

Major life events can be a good reason to revisit your overall financial picture.Consider doing a financial check-in aft...
09/25/2026

Major life events can be a good reason to revisit your overall financial picture.
Consider doing a financial check-in after:

• Getting married
• Buying a home
• Growing your family
• Changing jobs
• Starting a business
Regular reviews can help ensure your financial goals continue to align with your current situation. Visit our website to schedule an appointment: www.upstatewealthconsulting.com

Hello, fall!The first day of fall is here, bringing crisp mornings, changing leaves, and a new season to enjoy.As the se...
09/22/2026

Hello, fall!

The first day of fall is here, bringing crisp mornings, changing leaves, and a new season to enjoy.

As the seasons change, it's also a great time to pause, reflect, and look ahead. From all of us at Upstate Wealth Consulting, we wish you a happy and beautiful autumn!

Wishing a meaningful and peaceful Yom Kippur to all who observe.May this day of reflection, repentance, and renewal brin...
09/21/2026

Wishing a meaningful and peaceful Yom Kippur to all who observe.

May this day of reflection, repentance, and renewal bring peace and blessings to you and your loved ones.

G'mar Chatim Tovah.

🌟SEPTEMBER BUSINESS SPOTLIGHT🌟Every month, we're proud to showcase and support a different local business. This month, o...
09/18/2026

🌟SEPTEMBER BUSINESS SPOTLIGHT🌟

Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Goal Pros. Owners Nate and Chad deliver unparalleled value and great, lasting results for the installation and restoration of football goal posts and other sports construction projects. Visit their website to learn more: https://www.goal-pros.com/

Take time today to pause and remember the lives lost on September 11, 2001. May we honor the courage of the first respon...
09/11/2026

Take time today to pause and remember the lives lost on September 11, 2001. May we honor the courage of the first responders, military members, and countless individuals who came together in the aftermath.

We will never forget.

Address

600 French Road South Building, Suite 100
New Hartford, NY
13413

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13157343661

Website

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