Get to know our Firm, Advisors, and Staff
What is it that you look for in an investment advisor? Residents of Syracuse, NY, as well as the many other regions we serve across the country, work hard to achieve their long-term financial goals and want a financial planner who will be by their side. At HighPoint Advisors LLC, we aim to understand your aspirations, dreams, and unique story and put the full weight of our firm and our partners 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 has 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 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.
Whether it’s in-person or virtually, when looking to speak with an experienced investment advisor many first look to HighPoint Advisors, LLC. 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!
Adam (AJ) Loedel, CFP®, ChFC, RICP, LUTCF
Managing Director
Patrick Newton, ChSNC
Financial Advisor
Taylor Ennist
Office Manager & Marketing Assistant
Taylor Ennist serves HighPoint Advisors, LLC as our Office Manager & Marketing Assistant. In this role, she works with the firm and our clients by assisting our advisors in meeting their commitment to an industry-leading client service model.