James T. Englert, CFP®, Partner
Phone: 585-935-5300 ext. 108 Jim Englert has played an important role in developing the professional aspects of financial planning in New York State. He has served on the board of the Upstate New York Chapter of the Financial Planning Association and as the President of that organization. In addition he taught CFP candidates through the Medaille College CFP certification program. Pre- and post-retirement counseling services are the linchpins of his practice. His background as a benefits counselor at Eastman Kodak Company gave him the foundation for an independent planning business which he operated for a number of years. Now, as a partner at High Falls Advisors, he provides advice and asset management to a variety of clients. 
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36 W. Main Street
Suite 322 Phone: 585-935-5300 |
High Falls Advisors, LLC
Creating Secure Financial Futures
High Falls Advisors, LLC is an independent contractor who offers securities and advisory services through Wall Street Financial Group Member FINRA (formerly the NASD), SIPC 255 Woodcliff Dr., Fairport, NY 14450 585-267-8000.