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- About Financial Planning Firm in Syracuse
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- Adam (AJ) Loedel, CFP®, ChFC, RICP, LUTCF
- Asset Allocation in Syracuse and Central New York
- Brooke Coleman
- College Planning in Syracuse, NY
- COVID-19 Response
- Did You Know? Women Must Out-Save Male Counterparts to Get Ahead
- Disability Insurance Planning in Syracuse, NY
- Estate Planning Services in Syracuse and the Central New York Area
- Facebook Demo – Customizer
- Financial Advisors
- Financial Advisors and Investment Planning Firm in Syracuse
- Financial Planner Careers in Syracuse
- Financial Planning and Advice Blog for Syracuse
- Financial Services Syracuse, New York, Residents Can Trust
- Guided Wealth Portfolios
- Health Insurance Planning and Medicare
- Holistic Financial Planning in Syracuse, New York
- In the Community
- Income Planning
- Instagram Demo – Customizer
- Invest In Your Future with Tax Planning
- Jamie Procak
- Joseph Viviano
- Long-Term Care Planning In Syracuse, New York
- LPL Financial
- One Day Challenge
- Our Retirement Planning Services in Syracuse and Central New York
- Our Technology for Financial Planning in Central NY, Syracuse and all the other markets we serve
- Our Wealth Management Services in Central New York and Syracuse
- Patrick Newton
- Professional Financial Planners and Financial Consultants in Syracuse
- Quick Guide To Socially Responsible Investment
- Robo Advisor
- Site Map
- Sustainable Investing in Syracuse and Central New York
- Syracuse Financial Planning Mailing List
- Syracuse, NY Life Insurance
- Tax Planning
- The Benefits of Robo Advisors
- We’re Here for You
- We’re Here To Help
- Wealth Management in the COVID-19 Pandemic
- Who Can Benefit from Financial Advising?
- Why Choose HighPoint Advisors for Wealth Management Services?
- Why You Should Always Invest Like a Woman
Blogs
- A Letter from the Managing Director
- Changes in the Teaching Profession: Financial Considerations
- A Night At The Ballpark 2022
- Is the U.S. Economy in a Recession?
- Casino Culture: Understanding the Risks of Digital Investment Trends
- HighPoint's 10th Annual Shred Event
- Earth Day Clean Up 2022
- Embracing the Pets Industry in The Financial Market
- On the Growing Need for Socially Responsible and ESG Investing
- Outlook 2022: Passing the Baton
- Navigating the NYS Teacher Retirement System
- Life Changes that Necessitate Financial Planning
- Financial Adulting: The Millennial's Guide
- HighPoint Advisors, LLC celebrates its 10th Anniversary!
- Welcome Brooke Coleman!
- Welcome Kat Monday!
- Client Appreciation: A Night at the Ballpark
- LPL Financial Research Midyear Outlook 2021: Picking Up Speed
- 9th Annual Shred Event
- Earth Day 2021
- Tax Time Playlist
- Five Strategies for Tax-Efficient Investing
- A Message from the Managing Director
- How the Political Environment Can Create Market Volatility and Affect Investments
- Contactless Client Appreciation
- Helping to Care for Aging Parents
- Budgeting for Baby
- Presenting: My Rep Chat
- Distributions and Rollovers: What You Need to Know About Roth 401(k)s
- 8th Annual (Socially-Distanced) Shred Event
- Facing Possible Unemployment? Take These Steps to Prepare
- FOCUS 2020: Making The Most of a Virtual Conference
- Forward Thinking: Five Ways to Keep Moving Forward in the Age of Social Distancing
- Put Savings (and Yourself) First with a Budget
- Digital Care Package: Part 5
- Office Re-Opening & Safety Precautions
- Cashing Out on Bad Spending Habits
- Digital Care Package: Part 4
- Digital Care Package: Part 3
- Avoiding COVID-19 Scams
- Digital Care Package: Part 2
- Earth Day 2020
- Digital Care Package
- Portfolio Management Update
- ***Company Update***
- Market Update: A Message from the Managing Director
- Buying Your First Home
- Winter Food Drive 2020
- Are Robo-Advisors the Way of the Future? The Jury Is Still Out
- Client Appreciation: Holiday Edition
- Volunteering at the CNY Diaper Bank
- Outlook 2020: Bringing Markets Into Focus
- AJ named CNY 40 Under 40!
- Nine Steps to Raising Money-Smart Kids
- The Millennial's Guide to Financial Adulting
- In the Driver's Seat
- FOCUS 2019
- I'm Changing Jobs. What Should I Do With the Money in My Plan?
- A Night at the Ballpark 2019
- Volunteer Vacations
- Marriage and Money: Finding a Happy Balance
- PAG On-Site Training
- Children and Wealth: Important Lessons Start Early in Life
- Avoid These Financial Traps
- 7th Annual Cinco de Mayo Shred Event
- Earth Day 2019
- PAG Conference 2019
- Go Red! | Heart Walk 2019
- 4 Tips for Social Investment
- 3 Easy Ways Women Can Feel More Confident in Their Investments
- Top Tax Reform Changes that Will Impact Your 2018 Return
- Winter Food Drive
- HighPoint Advisors is growing!
- Planning for the Future: Defining Your Financial Goals
- Planning for the Future: Your Guide to Choosing a Financial Professional
- Why Work with a Financial Advisor for Retirement Planning?
- Retirement Planning
- Estate Planning: Beyond the Will
- 3 Simple Ways to Recover from a Late Start to Retirement Planning
- Introducing: Joe Viviano
- Back to School
- FOCUS 2018
- LPL Research Midyear Outlook 2018: The Plot Thickens
- The Difference Between a Stockbroker and a Financial Advisor
- A Night at the Ballpark 2018
- AJ is Nourishing Tomorrow's Leaders program graduate
- Is A Robo Advisor The Best Advisor For You?
- Serving Food at the Rescue Mission
- 4 Telltale Signs that You Need a Financial Advisor
- 6th Annual Cinco de Mayo Shred Event
- Earth Day 2018
- Heart Walk 2018
- 5 Ways Women Can Overcome The Wage Gap
- Death and Finances: Tips for Taking on the Finances of the Dearly Departed
- Believe In Syracuse Birthday Bash
- Top Trends in Women's Investments
- Looking Ahead to Preserve Your Estate
- Buy Local Bash 2017
- Budgeting for Your Health Plan
- Halloween at HighPoint
- Food Drive 2017
- How to Retire on a Teacher's Salary
- Walk to End Alzheimer's
- The Good Life: College Savings Tips
- Global Trends in Millennial Investment
- Financial Planning Tips in Your 40s: Make the Right Call
- Chiefs Night 2017
- Top Attractions and Things to Do in Syracuse, NY
- Asset Allocation Tips Based on Your Age
- 5th Annual Cinco de Mayo Shred Event
- Earth Day 2017
- Financial Planning for Newlyweds
- Syracuse Heart Walk 2017
- Finance Your Future: Save With Syracuse's Thrift Scene
- Three Myths That Keep People from Developing an Estate Plan
- The Four Keys to Financial Planning for the Holidays
- Food drive for the Food Bank of CNY
- Buy Local Bash 2016
- Having a Baby? Add Life Insurance to Your Shopping List
- A Donation of the Rescue Mission
- A Donation to Helping Hounds
- HighPoint's 5th Anniversary celebration!!!
- Five Hacks for the Starbucks Lover On a Budget
- Volunteering at the Rescue Mission
- Is Life Insurance Important in Financial Planning?
- Is it Beneficial to Have a Savings Account?
- A night out at the Ballpark 2016.
- Ways To Save With Both: IRA and 401(k)
- A Vacation Budget Can Make that Dream Summer Vacation a Reality
- Saving for Retirement: What’s the Magic Number?
- Putting Your Money To Work
- 4th Annual Shred Event at our Office
- Centerstate CEO celebrates our office expansion
- Earth Day Cleanup 2016
- Our Favorite Lunch Spots in Syracuse
- Check out our new TV Commercial
- Heart Walk 2016
- Raising Your Children to Be Financially Savvy
- HighPoint helps to sponsor Sleeping Beauty
- Avoid these 5 Common Mistakes with Financial Planning
- HighPoint Advisors, LLC Gives Back
- Give Your Finances a Makeover in the New Year with New Goals
- An evening at the bowling alley
- Five Tips For Talking About Money With Your Family
- HighPoint Advisors sponsors the Buy Local Bash again!
- 2015 Food Drive
- Financial Planning for Parents of College-Bound Students
- Three Types of Insurance Policies Every Worker Should Consider
- 5 Simple Things You Should Be Doing to Plan for Retirement
- AJ earns the RICP Designation
- A night out at the Ballpark
- HighPoint helps sponsor the Susie Sunshine golf tourney
- Is a High-Deductible Plan Right for You?
- Social Security and You: What Does the Future Hold?
- Shred Event #3
- Earth Day Cleanup
- Heart Walk 2015
- Paint & Sip Event
- Withdrawing Your Assets: Understanding RMDs
- What You Need to Know about Your Will
- Start Your New Year with a Financial Review
- Global Market Update @ Empire Brewing
- The Importance of Professional Advice
- Highpoint Sponsors Buy Local Bash 2014
- Long-Term Care Insurance: Understand Your Options Before You Buy
- Helping CNY Collect Food For The Food Bank Again
- Make the Most of Your 401(k)
- How to Dig Yourself Out of Debt and Save at the Same Time
- Planning for the Future -- What Motivates You?
- Joelle Joins The Firm!
- Shred Event #2
- Syracuse Heart Walk 2014
- Farm to Table Event
- Kris Goes On Financial Fitness Again.
- Helping CNY collect food for the Food Bank
- Financial Foundations for Seniors
- Financial Knowledge Institute goes to NYC!
- Shred Event Held At Our Office.
- The ABC's of ETF's on Financial Fitness
- New Economy Summit
- Highpoint Advisors does Social Security Workshop
- Highpoint Advisors Sponsors The Heart Walk
- April is National Financial Literacy Month
- Highpoint Advisors Hires A New Advisor
- Highpoint Advisors Sponsors Buy Local Bash
- Kris Makes His 3rd Appearance On Financial Fitness
- Highpoint Advisors Launches A Non-Profit Division.
- Highpoint Advisors Joins Syracuse First!
- Financial Fitness Invites Kris To Be A Guest Again
- Humane Association Of CNY's Biggest Bake Sale Ever
- Retirement Income Planning Workshop
- Kris Is A Guest On WCNY's Financial Fitness
- Article About Post-College Education Planning.
- CNY Business Journal Article
- Grand Opening Celebration