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Who We Are

Vision Financial Group icon

We are listening. holistic. empowering. comprehensive.

Vision Financial Group, the result of a merger between two longstanding and well-respected financial services firms, is Upstate New York’s premier financial planning entity. By bringing together the expertise and experience of MassMutual New York State and Financial Partners of Upstate New York, Vision Financial Group offers clients size and scope unmatched in our region. Our new, unified organization is proud to support our clients throughout their financial journeys using a robust selection of solutions and services.

Our Vision

To be the most trusted and respected firm, providing world-class insurance and wealth management solutions to our clients, associates, and community. It is our mission to guide and empower the communities we serve to make an extraordinary impact.

Our Values

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Culture

We create an atmosphere of limitless possibilities, built on an environment that feels like home.

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Integrity

We demonstrate integrity by our commitment to stewardship.

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Communication

We believe transparency fosters strong and long-lasting relationships.

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Teamwork

We exceed expectations through teamwork and collaboration.

Our History

1886

Syracuse Office Formed

1887

Rochester Office Formed

1889

Buffalo Office Formed

1911

New England Financial Formed

2016

Financial Partners of Upstate New York Formed

2017

MassMutual New York State Formed

2021

Vision Financial Group Formed

Our Team

Meet the supportive, dedicated people behind our commitment to your financial goals. Everyone at Vision Financial Group is here to make your future our focus.

Community

Vision Financial Group strongly believes we cannot fulfill our vision and values without substantial contributions to our community. We serve the communities where our team and clients live and work through our work with charitable organizations and events.

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