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

Upstate Wealth Consulting

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United States
New Hartford, NY
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.

07/17/2026

Happy Birthday to our Client Services Representative Kylie!

Since joining Upstate Wealth Consulting in 2024, Kylie has brought a thoughtful perspective, positive energy, and a passion for learning to our team. Whether she's helping clients, learning to play guitar, keeping up with Formula 1 races, or spending time with her four beloved fur babies, Kylie approaches everything with enthusiasm and curiosity.

Join us in wishing Kylie a very happy birthday!

07/16/2026

Happy Work Anniversary to Mark Hodge!

For more than 5 decades in the financial services industry, Mark has been dedicated to helping individuals and families navigate retirement, estate, and survivor planning with confidence.

When he's not working with clients, you'll likely find Mark enjoying time on the water, fishing, camping, hunting, or spending the winter months in sunny Florida with his family and two dogs.

Thank you, Mark, for your years of dedication to Upstate Wealth Consulting. We appreciate everything you do and look forward to another great year ahead!

07/14/2026

🌟JULY BUSINESS SPOTLIGHT🌟
Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Kitty’s AKA Eat Well Food Services, Upstate New York’s premier off-premise caterer specializing in all aspects of catering and event planning. They have been enhancing life’s special occasions with fantastic gourmet food and stress-free planning for over 20 years. Follow them to learn more! Eat Well Food Services

07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Visit our website at https://bit.ly/3SATGTP to book an appointment with us.

07/04/2026

Happy Independence Day from all of us at Upstate Wealth Consulting!

Today, we celebrate the freedoms and opportunities that make our country strong while enjoying time with family, friends, and community. We hope you have a safe holiday weekend.

Happy 4th of July!

06/24/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk. For more information on employee benefits through MassMutual, visit https://lnkd.in/gRzknh6g

06/21/2026

Happy Father’s Day to all the dads, grandfathers, stepfathers, mentors, and father figures in our lives.

Thank you for the guidance, support, sacrifices, and strength you bring to your families and our community. We wish you a relaxing and well-deserved Father’s Day spent with your loved ones.

06/19/2026

As we take the time today to reflect on Juneteenth, may we honor the progress that has been made, acknowledge the work that continues, and celebrate the strength of community, culture, and opportunity.

From all of us at Upstate Wealth Consulting, we hope today serves as a meaningful reminder of the importance of equality, education, and building a better future for generations to come.

06/16/2026

Happy 1-year anniversary to our Client Relationship Manager and Operations Manager Erin! Her dedication to excellence, thoughtful approach, and genuine care for our clients have helped strengthen relationships and keep everything running smoothly behind the scenes. When she's not supporting our clients and team, Erin enjoys exploring history, traveling, diving into a good book, and expressing her creativity through painting and fiber arts.
Thank you, Erin. We're grateful to have you on the team and look forward to many more to come!

06/15/2026

🌟JUNE BUSINESS SPOTLIGHT🌟
Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Duncan Mobile Wash, a family-owned company serving the Mohawk Valley and beyond with both residential and commercial cleaning services since 1990. They cover everything from deep-cleaning home exteriors to disaster recovery from flood damage. Follow their page to stay up-to-date!

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

http://www.UpstateWealthConsulting.com/

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