Brian M. Schultz work email
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Brian M. Schultz personal email
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At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. We are committed to telling our clients what they need to hear, not just what they want to hear.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: NY, NV, AZ, GA, FL, TX, CO, NJ, CA.Securities offered through LPL Financial, Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to the website section.Securities offered through Pinnacle Investments, LLC. Member FINRA/SIPC. Advisory services offered through Pinnacle Investments, LLC an SEC registered investment advisor. Pinnacle Investments, LLC and Choice Point Advisors LLC are separate entities.
Choice Point Advisors Llc
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President And Financial AdvisorChoice Point Advisors Llc Dec 2012 - Present6320 Fly Road, East Syracuse, Ny 13057Choice Point Advisors is an investment services provider offering quality investment and insurance solutions for individuals and small businesses. For over 20 years our independent company has provided a wide variety of products to our clients with premier personalized service and attention. Our Financial Professionals help make investing easy by navigating the complex financial atmosphere and pointing our clients toward sound financial advice. Choice Point Advisors specializes in the areas of retirement, education savings plans, insurance needs, income generation, estate planning and professional portfolio management.Choice Point Advisors also offers a wide array of employee benefit programs such as 401(k) investing and group insurance. For the small business employer, we offer business valuations and buy sell agreement planning, business exit strategies and employee incentive benefit programs such as key person insurance. With our personalized service, your employees will truly appreciate the benefits you offer.At Choice Point Advisors, we believe managing wealth is a long-term proposition. In fact, many of our client relationships span generations. We work diligently to develop customized wealth management and investment strategies. You can rest assured that all aspects of your personal financial situation are working together towards building a meaningful and lasting legacy.
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Board MemberBishop Grimes Jr./Sr. High School Board Of Directors May 2014 - PresentEast Syracuse, Ny
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Chief Executive OfficerCentro Aug 2020 - Jan 2024Syracuse, New York, United States
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Volunteer Firefighter And EmtDewitt Fire Department Jan 2004 - Dec 2022
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CommissionerDewitt Fire District Board Of Fire Commissioners Jan 2006 - Feb 2022Dewitt, Ny
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Chairman Of The Board Of DirectorsCentral New York Regional Transportation Authority 2004 - Apr 2020Syracuse, Ny -
CouncilorTown Of Dewitt Jan 2010 - Dec 2013
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Financial AdvisorAmeriprise Financial Services, Inc. 1997 - 2012Syracuse, New York Area -
Registered PrincipalAmeriprise Financial Services, Inc. 2001 - 2010
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Branch ManagerAmeriprise Financial Services, Inc. 2000 - 2010
Brian M. Schultz Skills
Frequently Asked Questions about Brian M. Schultz
What company does Brian M. Schultz work for?
Brian M. Schultz works for Choice Point Advisors Llc
What is Brian M. Schultz's role at the current company?
Brian M. Schultz's current role is President.
What is Brian M. Schultz's email address?
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What is Brian M. Schultz's direct phone number?
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Brian M. Schultz has skills like Investments, Insurance, Finance, Securities, Wealth Management, Financial Advisory, Financial Analysis, Retirement, Estate Planning, Finra, Leadership, Retirement Planning.
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