In the Community

Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!

Terri can help with Medicare

Terri Reilly Medicare
The Medicare system is full of confusing variables including various insurance plans and premium amounts, as well as the dates associated with multiple components. Thankfully you don't have to navigate it alone! Terri Reilly, one of our advisors here at HighPoint Adviosrs, LLC can help you get through this complicated system. She is well versed in Medicare Advantage Plans, Medicare Supplement Insurance Plans, as well as Part D Prescription Plans. Contact Terri today to find the right plans for you at the most affordable premiums! ...

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AJ earns the RICP Designation

RICP
AMERICAN COLLEGE
AJ recently completed the coursework and other requirements for the Retirement Income Certified Professional (RICP) designation. Offered through The American College, this is the only designation focused specifically on comprehensive income planning. While many advisors are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face—economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs—mean financial professionals need all the latest thinking and techniques to serve their clients’ changing needs....

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Terri passed her Series 7 Exam

Series 7
FINRA
We'd like to say CONGRATS to Terri Reilly for passing the FINRA Series 7 exam! It's a long, tough exam that she studied hard for and passed at the end of July. Now Terri is ready and able to take on another side of the investment world for clients. Look her up on social media and say congrats, or make the smart decision to hire her as your advisor (if you haven't already). We're proud of you Terri! ...

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A night out at the Ballpark

BALLPARK1
BALLPARK2
BALLPARK3
The HighPoint Advisors, LLC team rented a suite at NBT Bank stadium and cheered on the Syracuse Chiefs as they took on the Buffalo Bisons. Both friends and clients enjoyed the game, food, drink & great weather! After a win by Syracuse, there was a great fireworks display! Thank you to our sponsor David Friedman of Mainstay Investments/New York Life and all that attended!...

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HighPoint helps sponsor the Susie Sunshine golf tourney

Photo Of Syracuse, NY Wealth Management Company, Golf Tourney Sponsor Sign - HighPoint Advisors, LLC
Susie Sunshine Logo Image For Syracuse, NY Sponsoring Financial Services Company - HighPoint Advisors, LLC
Photo Of Attendees At Syracuse, NY Charity Golf Tournament For Estate Planning Sponsor - HighPoint Advisors, LLC
The HighPoint Advisors, LLC team sponsored a hole this year for the 3rd Annual Susie Sunshine Golf and Volleyball Tournament held at Pine Grove Country Club in Camillus, NY. Established in 2013, the tournament was started to help pay medical and other related bills for the Wolfram family of Camillus. Sue Wolfram, mother of two, eventually lost her life after a brief battle with breast cancer. There was plenty of sunshine and much laughter all day in the memory of Sue. Money raised at this year’s tournament will be added to the Susie Sunshine Foundation and redistributed back into the community to help other families in need....

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Shred Event #3

SHRED SOLVER
MOES
Goldman sachs Asset Management
The 3rd annual Cinco De Mayo Shred Event hosted by us at HighPoint Advisors, LLC was a fun night for all. The volume of documents that people brought to shred this year far surpassed that of last year. It was so great to see so many of our friends and clients come out and properly dispose of their old documents and files. We had a 4 ton shred truck brought by Shred Solvers, and food catered by Moe's Southwest Grill. Our friend Tom Rossi from Goldman Sachs Asset Management spent a few minutes talking to our attendees about the current state of the global landscape. Mark your calendars for next year's event (May 5th). We can't wait to see how much shredding we can do next year!...

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Earth Day Cleanup

EARTH DAY 2015
Earth Day Cleanup
OCCRA ORG
The HighPoint Advisors, LLC team took a day off to help keep our community clean as part of Earth Day 2015. Armed with garbage bags and OCRRA stickers, we cleaned up the Duguid Road section of Manlius during the very last snowy day of this season. What was a beautiful drive through Manlius is now even better - go check it out!...

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Heart Walk 2015

Heart Walk 2015
Heart Walk 2015
Heart Walk 2015
The HighPoint Advisors, LLC team once again supported the Syracuse Heart Walk on March 28, 2015. Since the beginning of the year, the team raised over $1500 toward the American Heart Association. We would like to thank our clients, partners, and team in their effort toward reaching this large fundraising amount. March 28 was a very cold, but dry day. AJ Loedel (partner) and his wife Carolyn attended the walk and braved the freezing cold temperatures walking outside. Patrick Newton (advisor) and his parents (Dean & Rita Newton) were volunteers working in the food area of the festivities. HighPoint Advisors, LLC supports several non-profit activities throughout the year. If you would like to know more about the causes we support, please contact us at info@highpointadv.com...

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Paint & Sip Event

A LITTLE {Val}entine DESIGN
Paint & Sip Event
AIG
At HighPoint Advisors, LLC we're always looking for new and fun things to do with our clients, so we hosted a Paint & Sip event at Hafner's in North Syracuse. Valerie Piascik, owner of A Little Valentine Design, gave us a fun evening of art instruction (while being kind enough not to laugh at us too much). Our friend Pete Buckley from AIG was on hand to help us with the event as well. A good time was had by all, and everyone got to keep their priceless art at the end of the night. Check out A Little Valentine Design's website for more info on these events....

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Global Market Update @ Empire Brewing

Empire Brewing Company
Global Market Update @ Empire Brewing
 Franklin Templeton Investments
Just before we closed out another successful year at HighPoint Advisors, LLC we wanted to provide a look back at the year we've all navigated together. What better way to do that than over a local beer pairing event at Syracuse's own Empire Brewing Company. We asked our friend Dave McLaughlin from Franklin Templeton Investments to join us and share some insights from one of the top-notch investment companies. We discussed global investing while eating locally sourced food from CNY and drank a variety of beer made in the room next door to us. We look forward to doing this again!...

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