We believe that a long-lasting relationship is rooted in a well defined plan, and we pride ourselves in delivering straightforward, meaningful advice.
Our investment strategies are tailor-fit for your objectives with careful consideration to risk management, diversification, cash flow and expenses. Your goals drive the process, and we take careful steps to provide the knowledge and the necessary tools to guide you along the way. Solid advice, diligent planning and consistent communication are our commitment to you.
In 1986 a Registered Investment Advisor was formed and named after its founder, James H. McBride. With his extensive experience in the banking and trust industry and his independent, client-focused mindset, Jim focused his practice on investment portfolio management for individuals, families, trusts and institutions.
In 2008, James Englert, with his impactful foundation in the financial planning industry and strong roots in the Kodak community, joined James McBride to form High Falls Advisors as it is known today. In the years that followed, High Falls Advisors grew exponentially with its commitment to offering specialized services to individuals and families in the Rochester community and others.
The far reach of our services and comprehensive experience of our advisors make us unique; we have the fluency and capacity to support our clients at any stage in their life. Our advisor team includes CERTIFIED FINANCIAL PLANNER™ practitioners, credentialed tax advisors, Kodak benefits experts, a Health Care and Employee Benefits specialist, a Social Security specialist and an attorney with extensive tax and estate planning experience.