About High Falls Advisors
We take pride in the long-lasting relationships we’ve built with our clients. As your trusted advisor, we’re committed to delivering straightforward, meaningful advice and helping you develop a well-defined plan to meet your financial goals.
History
In 2008, James Englert and James McBride founded High Falls Advisors, Inc. (HFA), a Registered Investment Advisor. From the beginning, Jim and Jim believed in creating a firm that always puts clients first. They assembled a diverse team of advisors with extensive professional knowledge and a commitment to providing the highest level of service.
Today, we’re known for our wide range of services and the comprehensive experience of our advisors. We have the fluency and capacity to support individuals, families and business owners at any stage in their lives. Our advisor team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants (CPA), Certified Retirement Planning Counselors (CPRC), attorneys, credentialed tax advisors, Kodak benefits experts, and a healthcare and employee benefits specialist. Although each client works primarily with their dedicated advisor, our team works together to share specialized expertise and provide support.
Philosophy
Our investment strategies are tailored to your objectives with careful consideration to risk management, diversification, cash flow and expenses. Your goals drive the process, and we provide the knowledge and necessary tools to guide you every step of the way. Solid advice, diligent planning and consistent communication are our commitment to you.