Broker Check
The Cycle of Investing Rightsizing for Retirement Social Security: By the Numbers Retiring the 4% Rule

Our Process

Our History

Our Values

Our Resources

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Client Centered

Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Team

Samuel Gugliuzza

Financial Advisor

Samuel R. Gugliuzza, CMFC, has over 18 years of experience in the financial services industry. Sam began his career in 2000 as an advisor with Mutual of Omaha Investor Services. In 2018, Sam joined Financial Partners of Upstate New...

Read more

Have a Question

Thank you! Oops!