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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.

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!

06/12/2026

We want to wish Traci a very happy retirement!
Since joining Upstate Wealth Consulting in 2022, Traci has been the friendly face and welcoming voice that has made so many clients feel right at home. Her kindness, professionalism, and dedication have left a lasting impact on our team and everyone she’s connected with along the way.
We are so grateful for everything she has brought to Upstate Wealth and couldn’t be happier for her as she begins this exciting new chapter surrounded by family, especially her five grandchildren.
Congratulations, Traci! 🎉

06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

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!

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.

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.

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.

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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