NorthPoint Financial Advisors

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Jay Lotterer

Jay Lotterer

AAMS®, CRPC®

Financial Advisor

Visit Jay Lotterer's website
Bruce E Smith

Bruce E Smith

ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Bruce E Smith's website

Team

Benjamin Lotterer

Benjamin Lotterer

Client Service Associate

Andrea Nwagwu

Andrea Nwagwu

Executive Assistant