HighPoint Advisors Financial Services | East Syracuse, NY

HighPoint Advisors, LLC sets the bar high for financial services in Syracuse, New York, putting together a personalized approach to customer interactions and years of experience to give each person the knowledge and financial blueprint that suits their needs. Our clients come from every walk of life, representing a dynamic range of backgrounds with goals that run the gamut, from strategizing for retirement to safeguarding their children’s education.

No matter where you are in your career, how much you have saved, or where you envision your life taking you, we plan to help get you where you want to go.

Comprehensive Financial Services In Syracuse, New York

Everyone that comes to HighPoint Advisors arrives with a unique set of needs and wants. Our talented team considers your current financial situation and your goals to help create a plan that works. We offer assistance in a wide variety of areas, including:

Wealth Management

Having money in the bank isn’t a stopping point. It’s a chance to reimagine your financial future and turn your nest egg into a steady income built to withstand the economic strain and personal stumbles.

Asset Allocation

How you allocate your savings matters. We’ll help you take stock of your assets, dig into important factors, such as risk tolerance and the preferred timeline for return, and then recommend investment diversification that aligns with your preferences and circumstances.

Retirement Planning

The day you stop working your 9-5 and start living on your terms — that’s the target most employees are working towards. HighPoint Advisors, LLC helps clients pursue that goal with advice on suggested retirement plan contributions, personal investments, and more.

Estate Planning

Decide now what happens to your assets when you pass, and save your loved ones from the drama and uncertainty of handling and divvying up your estate.

Special Needs Planning

Individuals with special needs require a more specialized approach when planning for their financial present and future. Special care must be taken when considering how to manage assets, understanding government benefits, and the importance of having the right support team.

Education Planning & Saving

Higher education gets more expensive each year, but plugging money into a tax-efficient account now could help your children achieve the future education path of their dreams.

Holistic Financial Planning

A comprehensive approach to managing your finances that considers all aspects of your life, including various needs beyond just financial considerations. This discipline incorporates personal needs and other interconnected aspects of your life when developing your customized plan.

Sustainable Investing

The goal of responsible Investing (also known as ESG Investing) is to achieve financial returns while also generating positive environmental and societal impacts. Investors have increasingly demanded ethical investing and long-term value creation, and desire criteria beyond just financial metrics.

Long-Term Care Planning

A serious illness or debilitating injury could drain your resources in record time. Account for the possibility of long-term care, such as daily living support and disability assistance, with financial planning that supplements insurance and government programs.

Life Insurance

Find ways to provide for your loved ones even after you’re gone with flexible coverage that adapts to your needs and reflects your desired premiums.

Disability Insurance

Accidents happen. People get sick or hurt. When the unexpected becomes a reality, disability insurance can help you pay your bills, save your home, and live comfortably as you recuperate.

While income planning remains a cornerstone of the service offerings at HighPoint Advisors, LLC, our portfolio has continually expanded to reflect the changing needs of our clientele and the evolving global culture. From socially responsible investment planning that funnels funds to organizations that support causes, such as sustainability, social justice, and community development, to holistic financial planning that considers overarching life goals as an integral part of resource management, your financial advisor is ready to help you address your financial future in the ways that matter most to you.

It’s normal to be nervous about your first foray into financial planning, but the advisors at HighPoint know how to put you at ease as you explore your options. To see firsthand what a difference a trustworthy advisor can make, contact us online today and give yourself and your loved ones the gift of a stable, promising future.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Socially responsible investments may experience returns that may be lower than if the advisor made decisions based solely on investment considerations. Asset allocation and diversification do not ensure a profit or protect against a loss.

Financial Services that our Clients can trust