Financial Partners of Upstate New York

Welcome and thank you for visiting!

Our personal goal is to serve our clients long-term. We aim to build a financial strategy with our clients, implement the strategy, monitor the results and make enhancements along the way. 
 
We want everyone we serve to know that we are here for them to help make their financial future secure and to help you make informed decisions about issues that affect your financial well being.

We hope you find this site informative and useful. Feel free to contact us if you  have any questions or would like more information about a particular product or service.

We look forward to hearing from you!

 

John Goldman, CFP®, ChFC®, CPA™*, MBA
Financial Services Executive

Elizabeth S. Walton, LUTCF, CLTC
Financial Services Executive
 
 
*Authorized for accountancy services in New York. Not practicing on behalf of MML Investors Services, LLC.