HighPoint Advisors, LLC - Company Market Research Report
Company Overview
- Name: HighPoint Advisors, LLC
- Mission: The company believes in building close, long-term relationships with clients by providing ongoing financial services to individuals, families, and businesses.
- Founded: Since 2011
- Founder(s): No information is available
- Key People: Not specified in the available data
- Headquarters: 5900 N Burdick St Ste 100, East Syracuse, NY 13057, USA
- Number of Employees: No information is available
- Revenue: No information is available
- Known For: HighPoint Advisors is known for being a multi-faceted financial service firm with a boutique size that offers the personalized attention typical of small firms while having the reach of a larger firm for maximizing opportunities.
Products and Services
- Products: HighPoint Advisors, LLC offers a comprehensive suite of financial services.
- Financial Planning: They assist clients with financial investment, wealth management, insurance plan qualifications, and more.
- Investment Advice: Offered through Private Advisor Group, a registered investment advisor.
- Key Services:
- Wealth Management: Personalizing services regarding wealth accumulation and protection.
- Estate Planning: Service to help manage and plan estate effects with minimal tax consequences.
- Insurance: Offerings in life insurance, disability income, long-term care, and home & auto insurance.
- Retirement Planning: Guidance on rollovers, retirement income planning, and more.
Recent Developments
- Recent Developments:
- HighPoint Advisors engages actively in community service, as evidenced by their participation in volunteer efforts such as the Food Bank of Central New York, highlighting a commitment to corporate responsibility.
- The firm continues to integrate modern technology for client convenience, including updated mobile apps and secure, modern financial planning technology.
- New Products Launched: No specific information is available on the new products launched recently.
- New Features Added to Existing Products: No information is available.
- New Partnerships: No information is available regarding new partnerships.
HighPoint Advisors, LLC continues to serve a diverse clientele with financial planning and wealth management services while prioritizing their mission to build meaningful and enduring client relationships. Their use of compliant technology and engagement in community activities distinguishes them as a forward-thinking yet community-conscious entity.
