Our top priority is you.

We’ll use our knowledge and experience to address your financial needs. Through our process, we’ll identify potential financial challenges, provide ongoing advice and product based solutions to help you stay on course. We take great pride in educating you to confidently navigate your financial future.

Learn More

Providing direction & clarity specifically for you.

Waypoint Partners is an all-in-one Financial, Business & Life planning practice located in Rome, New York.

We are excited to help you navigate your financial future.

Waypoint Services

Investment Planning

Invest with purpose.

Financial Planning

Lay the groundwork for a prosperous future.

Insurance Planning

Protect your family against the unexpected.

Business Planning

Give your team the benefits they deserve.

All Services

Book an appointment.

Simply enter your information in the form and someone will be in touch to book your appointment.

We can’t wait to meet you!

Name

First Name

Last Name

Email

Phone

(###)

###

####

I'm interested in:

Scheduling an appointment

Speaking with an advisor

I agree that The Prudential Insurance Company of America, Pruco Securities LLS, Assurance IQ, LLC and their affiliates (“Prudential”) can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you’ve requested not to be contacted by Prudential or are on a do-not-call/contact list) at the phone number listed above. I understand that consent isn’t necessary to make an investment or purchase. To arrange a meeting without providing your contact information, call (315) 281-8848.