How has Financial Partners of Upstate New York, a MassMutual firm's team size changed over time?

Financial Partners of Upstate New York, a MassMutual firm's team has decreased from approximately 51 to 44 employees based on available data.

Financial Partners of Upstate New York, a MassMutual firm Employee Directory

Q: What is the largest department at Financial Partners of Upstate New York, a MassMutual firm?

The largest department at Financial Partners of Upstate New York, a MassMutual firm is Finance with 5 employees.

Financial ServicesNew York, United States201-500 Employees

Financial Partners of Upstate New York, a MassMutual firm, operates in the financial services sector and offers a holistic approach to financial planning that integrates investments, insurance, asset protection, and estate planning. By drawing on a range of professional perspectives, the firm aims to tailor guidance to individuals, families, and small businesses, helping them build diversified retirement and wealth management strategies. Based in Williamsville, New York, the firm serves clients across Upstate New York, including major cities such as Buffalo, Rochester, Syracuse, and Elmira, and has supported clients in other states for more than seven decades. The organization emphasizes advocacy and longevity in client relationships, supported by its affiliation with MassMutual and its network of registered representatives providing insurance and securities services where licensed.

Financial Partners of Upstate New York, a MassMutual firm Global Highlights

North America
248

United States Of America
247
Canada
1

Asia
13

India
11
Singapore
1
Indonesia
1

Europe
5

United Kingdom Of Great Britain And Northern Ireland
3
Switzerland
1
Romania
1

Africa
3

Nigeria
2
Egypt
1

Financial Partners of Upstate New York, a MassMutual firm's Leadership

L. M. G.
Chief Operating Officer
Mobile Phone
Email
R. B.
Chief Engineer
Mobile Phone
Email
S. M.
Vice President & Chief Data Scientist, Head Of Data Science, Data Engineering, Advanced Analytics
Mobile Phone
Email
J. W. S.
President
Mobile Phone
Email
M. A.
President And Financial Advisor
Mobile Phone
Email
M. D.
Founder & Ceo
Mobile Phone
Email
R. H.
Owner
Mobile Phone
Email
C. W.
Asst. To President
Mobile Phone
Email

Financial Partners of Upstate New York, a MassMutual firm Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Legal
Accounting
Other
Administrative

Contact profiles from Financial Partners of Upstate New York, a MassMutual firm

Name

Title

Contact Info

Location

Last Update

J. W. S.
President
Mobile Phone
Email
United StatesMichigan
Jun 02, 2026
M. D.
Founder & Ceo
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
M. A.
President And Financial Advisor
Mobile Phone
Email
United StatesNew York
May 30, 2026
R. H.
Owner
Mobile Phone
Email
United StatesWisconsin
Mar 24, 2026
L. M. G.
Chief Operating Officer
Mobile Phone
Email
United StatesGeorgia
May 31, 2026
C. W.
Asst. To President
Mobile Phone
Email
United StatesConnecticut
Feb 17, 2026
L. H.
Partner
Mobile Phone
Email
Mar 16, 2026
M. M.
Owner
Mobile Phone
Email
Oct 17, 2024
D. G.
Executive Vice President
Mobile Phone
Email
Apr 16, 2026
P. M.
Senior Vice President Equity & Commodity Investments
Mobile Phone
Email
United StatesNew York
May 28, 2026

Frequently Asked Questions

What is Financial Partners of Upstate New York, a MassMutual firm known for?

Financial Partners of Upstate New York, a MassMutual firm operates in the Financial Services industry. The company's main headquarters is located in 6500 Sheridan Drive Suite 300 Williamsville, New York 14221 United States; you can contact the main corporate office by phone at

+1-716-634-****

. Explore Financial Partners of Upstate New York, a MassMutual firm's company overview page for more information.

What is Financial Partners of Upstate New York, a MassMutual firm's most common email format?

Financial Partners of Upstate New York, a MassMutual firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Partners of Upstate New York, a MassMutual firm email formats with LeadIQ.

How many employees does Financial Partners of Upstate New York, a MassMutual firm have currently?

Financial Partners of Upstate New York, a MassMutual firm has approximately 201 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Financial Partners of Upstate New York, a MassMutual firm's key employees and leadership?

As of February 2026, Financial Partners of Upstate New York, a MassMutual firm's key employees include:

Chief Operating Officer: L. M. G.
Chief Engineer: R. B.
Vice President & Chief Data Scientist, Head Of Data Science, Data Engineering, Advanced Analytics: S. M.
President: J. W. S.
President And Financial Advisor: M. A.

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Financial Partners of Upstate New York, a MassMutual firm Employee Directory

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