High Falls Advisors of Gates

High Falls Advisors is a financial planner in Gates, NY, offering comprehensive financial services to individuals, families, and business owners across the region. The firm specializes in retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling, and estate management. With a foundation built on trust and personalized service since 2008, High Falls Advisors serves clients throughout Western New York, including the Rochester metropolitan area. The firm holds a strong 4.80 rating, reflecting consistent client satisfaction and reliable financial guidance.

Founded by James Englert and James McBride in 2008, High Falls Advisors operates as a Registered Investment Advisor with a team of credentialed professionals including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, Certified Retirement Planning Counselors, attorneys, and healthcare and employee benefits specialists. The firm emphasizes an integrated approach, combining expertise across disciplines to deliver tailored financial strategies. Advisors work closely with clients to anticipate evolving needs, ensuring long-term planning success. The team is committed to continuous education and mentorship, fostering a supportive environment where professionals grow and advance their careers.

Located at 180 S Clinton Ave, Suite 300, in the City Center building in Rochester, the firm sits within a prominent commercial district. The address is situated just a short drive from the University of Rochester and within easy reach of major downtown intersections, providing convenient access for clients across the region.

High Falls Advisors maintains a strong digital presence with well-documented business information and a website that search engines interpret clearly, contributing to its visibility and credibility. The firm’s consistent online footprint ensures that clients and prospects can easily find accurate, up-to-date information about its services and team.

As a trusted financial partner in the Rochester area, High Falls Advisors combines deep expertise with a personal touch, helping clients navigate life’s financial milestones with confidence and clarity.