Financial Partners of Upstate New York

Matt Merola is simply the best. Honest, hard working, and highly professional. I recommend that anyone with a financial need speak to Matt. I am richer personally and financially due to our relationship-- and I am a previous CFP myself. My sincerest thanks to Matt, THANK YOU!!
Jul 19th, 2020

I wouldn't trust these people with my lunch money
Nov 20th, 2019

I can't speak for Financial Partners of Upstate New York as a whole, but I can comment on one of their managers (JB). He was a manager/sales trainer at a financial services firm in Vienna, VA until he was run out of town. JB is pretty much just a used car salesman. Nice guy, but his tactics are very neanderthal. He started out in Buffalo, NY at age 18 and worked his way up (go to the website, you'll see his bio). JB was also afraid to go out into the field to demonstrate his strategies he would teach in class. He pretty much knew they didn't work. Again, he was a really nice guy, but when the managing partner of the Vienna firm got fired in early 2018 and they hired his replacement, I heard the replacement realized he was not very professional and let him go. Once again - JB is a nice guy, but he's not a very good advisor. I wish him well. If you're thinking of joining this firm, steer clear of his classes!
Nov 8th, 2018

Mar 24th, 2018