Home
Why USNP?
- Our Approach
- Our Team
Client Center
- Our Clients
Insights
Tools
- Glossary
- Tax Resources
Let's Connect!

Let's Connect!

mbaldwin@upstatesnp.com

Upstate Special Needs Planning

28 Lawrence St.

Rochester, NY 14607

Phone: (585) 250-1563

Fax: (585) 250-1447

Mon-Fri: 8:00 AM - 4:30 PM

Have A Question?

Name

Email Address

Question Thank you! Oops!

Contact

Upstate Special Needs Planning

Office: (585) 250-1563

Toll-Free: (888) 454-4080

Fax: 585-250-1447

28 Lawrence St.

Rochester, NY 14607

mbaldwin@upstatesnp.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Registered Representative of, and Securities and Investment Advisory services offered through Honor, Townsend & Kent, LLC., (HTK) Registered Investment Adviser. Member FINRA/SIPC. 500 Linden Oaks, Suite 301, Rochester, NY 14625 (585) 899-1200. Upstate Special Needs Planning, Inc. is independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

1727965RM-Apr20