Adam Loedel, CFP, ChFC
    FiduciaryCFPChFCRICPLUTCF

    Adam Loedel, CFP, ChFC

    Managing Director

    HighPoint Advisors
    Syracuse, New York23 years experience$5k minimum

    About Adam

    HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.

    Areas of focus

    Credentials & background

    Designations

    CFPChFCRICPLUTCF

    Licenses

    Series 6Series 63Series 7

    Education

    University of Scranton

    Clients served

    IndividualsFamilies

    The firm

    HighPoint Advisors
    HighPoint Advisors

    HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.

    5900 N Burdick St, East Syracuse, NY 13057$4.78B assets under management

    Meet Adam