Upstate SmartVestor
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1425 Jefferson Rd, Rochester, New York, ...Phone Number
(585) 739-6916Website
www.upstatesmartvestor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Upstate SmartVestor
Upstate SmartVestor provides investment guidance and support, helping clients take control of their finances and prepare for retirement. Led by Lee Kern, a Certified Retirement Counselor, the company focuses on creating personalized financial strategies that align with clients' life and money goals. They offer services through Lincoln Investment and Capital Analysts, ensuring clients receive experienced advice tailored to their individual needs. The firm emphasizes the importance of long-term investment and debt elimination as key components of wealth building.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Upstate SmartVestor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
HA
Howard AspacherFinancial Advisor & Certified Financial Planner & Professional
Company Profile Activity
Activity Insights
Upstate SmartVestor is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Upstate SmartVestor is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Upstate SmartVestor.
Upstate SmartVestor Tech Stack
A closer look at the technologies used by Upstate SmartVestor
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Frequently Asked Questions Regarding Upstate SmartVestor
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Upstate SmartVestor provides investment guidance and support, helping clients take control of their finances and prepare for retirement. Led by Lee Kern, a Certified Retirement Counselor, the company focuses on creating personalized financial strategies that align with clients' life and money goals. They offer services through Lincoln Investment an... Read More
