Ken Burke, President and Chief Executive Officer at High Falls Advisors, completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop that took place May 9-10, 2024. The invite-only workshop provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

High Falls Advisors is pleased to announce a new partnership with 55ip, a financial technology company that helps innovative advisor firms across the country break down key barriers, such as taxes, to clients’ financial progress.

HFA team members recently participated in a CPR/AED training course hosted by Upstate NY Life Support Training.

As autumn rolls in, we asked our HFA team to look back and share their summer highlights.

We’re thrilled to announce that our own Jim Englert will receive the Rochester Business Journal’s Financial Leaders 2023 Lifetime Achievement Award.

Meet the High Falls Advisors tax team. We're here to help guide you through every step of the tax preparation process.