Carefully navigating your financial future.

It’s your future.

You need to make financial decisions based on a myriad of factors. With a wide range of services, we are as flexible as you need us to be. Planning, investments and advice are just the beginning. We work with you, to help achieve your goals.

 

Planning

Retirement, creating a legacy and business owner succession plans require careful consideration and diligent planning. Our process is collaborative and thorough; we help you identify, clarify and monitor your plan each step of the way. Throughout the process, our main goal is to help you achieve yours.

Investments

Our in-house portfolio management team focuses on research, analysis and implementation of our investment process, while keeping a close watch on risk, diversification and cash flow. Recognizing that your objectives will vary throughout your lifetime, we offer a number of investment strategies, each following its own unique discipline.

Advice

In addition to our CERTIFIED FINANCIAL PLANNER™ practitioners, whether you’re seeking advice on Employee Benefits at Kodak or another Employer, Health Care, Social Security  or Taxes, our team of specialized, experienced and credentialed professionals is here for you. We’ll listen, analyze your needs and help you develop a path that starts and ends with you.

How to Respond to a Data Breach

How to Respond to a Data Breach

As you may already be aware, a security breach was recently announced at Equifax, one of the three major credit reporting agencies in the U.S. Please read the article below that talks…read more

The Financial Advocate

Winter 2017 Financial Advocate Newsletter

In this issue you’ll find an interview with our Founder, Jim McBride, an article on Retirement Income Management, Portfolio Manager Updates as well as the first article in our new series entitled…read more

High Falls Advisors Guest Speaker Event

  • Dementia and Elder Fraud: What You Need to Know

    October 24, 2017 | 6:30 pm - 8:30 pm

    Memorial Art Gallery, Gallery Auditorium, Rochester New York

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