Choice Point Advisors, LLC is a financial consulting firm based in East Syracuse, New York, dedicated to providing thoughtful and personalized financial guidance. Specializing in wealth management and financial planning, the firm works closely with individuals, families, and small businesses to build customized strategies aligned with their short- and long-term financial goals. With a focus on transparency and client education, Choice Point Advisors empowers its clients to make informed and confident financial decisions.

The firm adopts a holistic, comprehensive planning approach that integrates investment strategies, retirement planning, and risk management. Their advisors prioritize building long-term relationships and strive to simplify complex financial matters for their clients. Known for their client-first philosophy, Choice Point Advisors is committed to delivering objective advice and maintaining high ethical standards. Their smaller firm structure allows for highly personalized, dedicated service focused on helping clients navigate life’s financial milestones. For more information, visit their website at http://choicepointadvisors.com/.

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management
– Risk assessment and insurance planning
– Business financial consulting
– Wealth accumulation and preservation strategies
– Tax-efficient planning approaches
– Estate and legacy planning