High Falls Advisors of Rochester

High Falls Advisors of Rochester is a Financial Planner in Rochester, NY. The firm helps individuals, families, and business owners with retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling, and estate management. It holds a rating of 4.80 based on customer reviews.

The firm was founded in 2008 by James Englert and James McBride as a Registered Investment Advisor. The advisory team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, Certified Retirement Planning Counselors, attorneys, credentialed tax advisors, Kodak benefits experts, and a healthcare and employee benefits specialist. Advisors work collaboratively to share specialized expertise in areas such as social security, healthcare, and business owner succession plans.

The firm uses Riskalyze technology to identify acceptable levels of risk and reward, ensuring portfolios align with investment goals. It partners with BlackRock to deliver investment expertise through Core Market Index Portfolios, available in Regular and Tax Aware versions. Clients can access their financial information through MoneyCenter, a personal financial website, and receive commentaries, performance updates, and webinars.

The business has a positive rating from the customers who have reviewed it.

High Falls Advisors of Rochester applies its team-based expertise to help local clients navigate their financial futures.

The business is situated on S Clinton Ave, adjacent to Washington Square and the Franklin D. Roosevelt memorial. It is also near South Clinton Avenue and Woodbury Boulevard.

BizScoreAI awarded the business a Content score of 100 out of 100, which means the website carries substantial and relevant content that search engines reward with better visibility. The Authority score is 75 out of 100.

Services:

• Corporate Training and Language Consulting
• Dictionary and Thesaurus Content Creation
• Digital Learning Tools and Language Resources
• Educational Publishing and Online Reference Services
• Emergency Medical Services
• Historical Dictionary Archives and Research
• Patient Education
• Preventive Health Screenings