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Who We Are

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

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We demonstrate integrity by our commitment to stewardship.

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We believe transparency fosters strong and long-lasting relationships.

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We exceed expectations through teamwork and collaboration.

Our History


Syracuse Office Formed


Rochester Office Formed


Buffalo Office Formed


New England Financial Formed


Financial Partners of Upstate New York Formed


MassMutual New York State Formed


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.


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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