Upstate Wealth Consulting

Upstate Wealth Consulting Helping to grant you the financial freedom you deserve. CRN202407-189723

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, Nort

h 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.

🌟MAY BUSINESS SPOTLIGHT🌟Every month, we're proud to showcase and support a different local business. This month, our spo...
05/27/2026

🌟MAY BUSINESS SPOTLIGHT🌟
Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Eagle River Realty who covers all of NY state with agents based in Hamilton, New York, Madison County and Roscoe, New York, Sullivan County. With more than 20 years in real estate and deep roots in CNY, owner Kevin Jacquay brings a level of experience and local knowledge that’s hard to match. Whether he’s helping clients find the right property or working on his 145-acre farm, Kevin’s commitment to the land and the community shines through in everything he does. Follow Eagle River Realty on Facebook to see their current listings, updates, and more!

Today, we remember and honor the brave men and women who made the ultimate sacrifice in service to our country. Memorial...
05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice in service to our country. Memorial Day is a time to reflect on the freedoms we enjoy and the cost at which they were earned. We are grateful for those who gave everything, and for the families who carry their legacy forward.

Happy Birthday to our Client Relationship Manager, Nick! From growing up in Clinton to building a career that blends cre...
05/21/2026

Happy Birthday to our Client Relationship Manager, Nick!

From growing up in Clinton to building a career that blends creativity with a sharp eye for detail, Nick brings a unique perspective to our team. His background in the arts, paired with his passion for numbers and process, helps deliver the thoughtful, personalized service our clients rely on every day. Whether he’s playing the organ at St. Louis Gonzaga Church, tackling a hands-on project in the garage, or taking on something a little more ambitious than planned, Nick brings dedication and heart to everything he does.

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working...
05/20/2026

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working toward future goals. During Disability Insurance Awareness Month, let’s meet to discuss an income‑protection strategy. For more information on protecting your income, please visit: https://bit.ly/3PhKWRb

05/18/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures who shape our lives. Today, we celebrate...
05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures who shape our lives. Today, we celebrate everything you do, seen and unseen, and the impact you make. From all of us at Upstate Wealth Consulting, we wish you a day filled with love, appreciation, and time with those who matter most.

🌟APRIL BUSINESS SPOTLIGHT🌟Every month, we're proud to showcase and support a different local business. This month, our s...
04/30/2026

🌟APRIL BUSINESS SPOTLIGHT🌟
Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Fred F. Collis and Sons who has been providing home comfort solutions to Central NY and the Mohawk Valley since 1936. They proudly offer heating, cooling, insulation, oil delivery, and indoor air quality solutions to our many satisfied customers. Follow them on Facebook for all their latest updates.

It was a pleasure to sponsor last week's "Swing to Soul” Jazz Night at the Kirkland Art Center in Clinton.The event brou...
04/29/2026

It was a pleasure to sponsor last week's "Swing to Soul” Jazz Night at the Kirkland Art Center in Clinton.
The event brought our community together for great conversation, incredible live music, and a chance to unwind at the end of the week. Thank you to everyone who joined us and helped make the night such a success. We’re already looking forward to the next one!

A little sweetness to say thank you! Last week we delivered Holland Farms gift baskets to tax professionals across the a...
04/21/2026

A little sweetness to say thank you! Last week we delivered Holland Farms gift baskets to tax professionals across the area to show our appreciation for their tireless work this tax season. Universal Bookkeeper Key Accounting Solutions Christopher R Lambert & Associates Farrow & Locke CPA Associates

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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