Patrick Newton, Chsnc® Email & Phone Number

How Would You Describe Your Approach To Financial Planning?In three words: Trust, Confidence, and Communication. My clients know I will always be straightforward and provide a steady hand. Whether it’s planning for a new birth, the death of a loved one, college planning, employment changes, preparing for retirement, getting married or getting divorced, I’m here to help you plan for your future.What Sets You Apart From Other Financial Professionals?My goal in life is to help people. I chose financial planning as a career path because of the positive impact it can have on people’s lives. It’s important to me to really get to know my clients, and for my clients to know me. Every good relationship, even a professional one, is built on trust and mutual understanding. I also do a lot to leverage technology in order to make financial planning easier for my clients. From online appointment booking to client texting to the new Account View app, I strive to make myself and your financial information as accessible as possible.Financial Planning Specialties: Retirement Planning (401k rollovers services, retirement funding, retirement income), 403b Provider, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance.Patrick joined HighPoint Advisors in 2013 after spending 10 years in the financial planning industry as an Operations Manager for another independent financial firm. In this role, Patrick supported four advisors and provided top notch client service. His lifelong values were developed early as a Boy Scout. He attained his Eagle Scout Award in 1994. In the year 2000, he graduated from St. John Fisher College with a degree in Management, concentrating in Financial Planning. Raised in Webster, NY, he now lives in North Syracuse with his wife, daughter and a Labrador Retriever. Patrick is the treasurer at his church, and volunteers with the CNS Marching Band.Licenses: Series 6, 7, 63 all held with LPL Financial, Life/Accident/Health, Securities Offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Private Advisor Group. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial.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.

Listed skills include Retirement Planning, Retirement, Life Insurance, Strategic Financial Planning, and 41 others.