At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We've all seen friends and family members struggling to find the help they need to map out their financial future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their goals. We feel a commitment to our community.
Bret Hartman
Financial Professional
(315) 295-2526
Bret is a licensed broker and investment advisor. He earned his bachelor's degree from Binghamton University and is the founder of Upskill Wealth Management.
Michael Rosenthal
Financial Professional
Maria Reagan
Tax Professional
Maria is a state and federally registered tax preparer. She holds a bachelor’s degree from Liberty University.
Client Centered
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.