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NYSCOBPA and UPA: Helping You Plan Your Future

    It's Never Too Late To Save For Retirement!

As an a valued member of NYSCOBPA, you have access to resources to help take advantage of the benefits you are offered. What does this mean for you? Building a financial plan that protects you and your family as well as allows you to maximize your retirement savings so you can retire comfortably and stay retired.

We will work with you to find the answers to these important questions about your retirement.

To learn more about how we can help you become retirement ready, call us at  (315)-779-0700 or by email

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Have a Question About How You Can Get Retirement Ready? Just Ask Us!

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