UpSkill Wealth Management
1 North Main Street, Cortland, NY 13045
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.
Reviews
"High praise- Michael always explains in detail the nuances needed for a laypersons understanding of (what I think is) a complex machine. He knows whats important and prioritizes the critical components. He's patient and accessible and has hit every deadline I needed. Seriously, thank you, Mike."
"I met with Bret Hartman recently to get started on a financial plan for our family (after putting it off for too long!). Bret was professional, seemed knowledgeable, listened to my questions and concerns, and had a good way of explaining things. I look forward to working with him on our financial future."
"Michael R did my personal and business taxes this year and I am more then impressed. This was my 1st year doing business taxes. He helped me establish good tax practices for future years and also got me back the maximum amount on my personal taxes. He was quick, through, honest and practiced a level of professionalism that I havent experienced from other tax companies. His prices were also very affordable. Great job Michael! Thank you again!"
"I have known Bret Hartman for many years, we worked together In the past at a financial institution and referred a lot of business to each other. We are now independent contractors Bret in the financial world And myself In real estate. To this day we still refer clients to each other, There is a need today for people to work together. Bret has helped many people with their investments, and works hard for them. Bret is personable, friendly and takes pride in his career. Looking for one of the top notch Financial representatives call Bret Hartman."
"It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends."
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