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. At HighPoint Advisors, we aim to understand your aspirations, dreams, and unique story and put the full weight of our firm behind you.
When looking to speak with an experienced investment advisor in Syracuse, NY, residents look to HighPoint Advisors. Clients can visit our East Syracuse office to meet face-to-face with their advisors, and we love catching up with our clients. Whether you’re approaching the subject of financial planning for the 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!
Patrick joined HighPoint Advisors in 2013 after spending ten years in the financial planning industry as an Operations Manager supporting four advisors and providing top-notch client service. He helps guide his clients to and through retirement, focusing on helping teachers and families across New York State navigate the many transitions life brings.
Jamie works hard to help our advisors meet their commitment to an industry-leading service model for our clients. She is responsible for creating and maintaining all interoffice systems and managing the office, events, and marketing.
Client Service Associate
Brooke strives to deliver the best-in-class client service that our clients have come to expect from us. She interacts with our financial advisors, clients, and partners to support existing and new accounts of the firm.