Upstate Special Needs
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
28 Lawrence St, Rochester, New York, 146...Phone Number
(585) 250-1563Website
www.upstatespecialneeds.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Upstate Special Needs
Rivent Partners is a premier planning organization in New York, formerly known as Upstate Special Needs Planning, that focuses on relationship-first planning for families, individuals, and small business owners. The company specializes in financial planning, including trust funding strategies, estate planning, and retirement design. Additionally, Rivent Partners offers disability planning services, providing sustainable life care planning for individuals with disabilities, including benefits navigation and housing strategies. With a growing presence across New York State, Rivent Partners aims to be a trusted resource for its clients in planning for both today and tomorrow.Explore more
Popular SearchesUpstate Special NeedsSIC Code 62,628NAICS Code 52,523Show more
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Founded In
Upstate Special Needs
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Upstate Special Needs is experiencing very low activity levels compared to other companies in the Finance sector.
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Upstate Special Needs is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Upstate Special Needs.
Upstate Special Needs Tech Stack
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Rivent Partners is a premier planning organization in New York, formerly known as Upstate Special Needs Planning, that focuses on relationship-first planning for families, individuals, and small business owners. The company specializes in financial planning, including trust funding strategies, estate planning, and retirement design. Additionally, R... Read More
