About Financial Planning Firm in Syracuse
What is it that you look for in an investment advisor? Syracuse, NY residents work hard to achieve their long-term financial goals and want a financial planner who will be by their side through it all. At HighPoint Advisors, our goal is to simply understand your aspirations, your dreams, and your unique story and put the full weight of our firm behind you.
Small enough to be considered a boutique firm but large and influential enough to maximize opportunities, we offer many distinct advantages to our clients with our client-first approach. Each of our advisors have the experience and expertise required to help you dream big and achieve your wealth management and retirement goals. We understand that you want someone who will be there for you today and many years into the future, and we’re proud of the relationships we’ve created with each and every one of our clients. From wealth management, asset allocation, life insurance, estate planning, and beyond, our advisors offer a full range of financial services.
When looking to speak with an experienced investment advisor, Syracuse, NY residents look to HighPoint Advisors. Clients can visit our East Syracuse office to meet face-to-face with their advisor, and we love catching up with our clients. Whether you’re approaching the subject of financial planning for the very first time or you’re well on your way to retiring comfortably, we look forward to learning more about you and offering our assistance. Call us today!
Adam (AJ) Loedel, CFP®, ChFC, RICP, LUTCF
aloedel@HighPointAdv.com AJ brings investment and wealth planning experience dating back to 2003, as well as a Certified Financial Planner® designation to Highpoint Advisors. A founding member of this firm, he started his career with the MassMutual Financial Group, and spent 7 years as the Investment Specialist for MetLife Financial Services, AJ has gained an in-depth… <MORE>
pnewton@HighPointAdv.com Patrick joined HighPoint Advisors in 2013 after spending the 10 previous years in the financial planning industry as an Operations Manager supporting four advisors and providing top notch client service. Our clients have the confidence of mind knowing that the products chosen for their situation are the most suitable fit for their objectives. Patrick is professionally qualified to provide the quality of service… <MORE>
Terri E. Krueger
Senior Financial Advisor
email@example.com Terri E. Krueger joined HighPoint Advisors, LLC in March 2014. She has been involved in the banking and insurance business since 1990 and the investment world since 2008. As a fully independent Senior Financial Advisor, she brings many years of experience to the team.
Her current licenses include Series 6, 7, and 63; Life, Accident & Health; and Long Term Care Partnership… <MORE>
Retired Financial Advisor
Jim’s mission as an advisor of Highpoint Advisors is to listen carefully, accurately assess his clients’ current financial holdings, identify his clients’ financial objectives and needs, and represent those financial products and services—and only those products and services—that match his clients’ needs. For 20 years… <MORE>
Sarah M. Flick
Marketing Assistant, Office Manager
firstname.lastname@example.org Sarah Flick of Liverpool joined the HighPoint Advisors team in May 2017 and serves as our Office Manager and Marketing Assistant. As a member of the HighPoint Advisors team, she helps our advisors meet their commitment to an industry leading service model for our clients. As the initial point of contact for our firm… <MORE>