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
A founding member of the firm, AJ is a Certified Financial Planner® and brings investment and wealth planning experience dating back to 2003. His goal is to build a business always focused on service, both to his clients and to the larger community. More About AJ
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. He help guide his clients to and through retirement, with a focus on helping teachers and families across New York State navigate the many transitions life brings. More About Pat
Joe joined the HighPoint Advisors team as a financial advisor in August 2018. His philosophy on savings/investment is to start young, and while there will always be fluctuations in the market, be patient and stay focused on the long term goal! More About Joe
Sarah M. Flick
Operations & Marketing Manager
Sarah Flick of Liverpool joined the HighPoint Advisors team in May 2017 and serves as our Operations and Marketing Manager. She helps our advisors meet their commitment to an industry leading service model for our clients, and is responsible for client services, events, and marketing. More About Sarah
Chelsea Schepp of East Syracuse joined the HighPoint Advisors team in October 2018 and serves as our Administrative Coordinator. As a member of the HighPoint Advisors team, she serves as the initial point of contact for the office. More About Chelsea