Scott G. Klatt, CFP®, CCPSFinancial Advisor
Phone: 585-935-5300 Ext. 110 Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has been offering Financial Planning advice to Rochesterians since 1987. After a successful career at Marine Midland Bank and CitiGroup as an investment advisor, Scott founded and served as the registered principal of Rochester Financial Management. Scott is currently enrolled in The Strategic Coach Masters Program; a Toronto based entrepreneurial mentoring organization. Scott was also a member of the Rochester Chapter of Young Entrepreneurs Organization and The Upstate New York Financial Planning Association. Scott has been quoted in financial planning publications and has been featured as a local financial planning expert on local television, The Rochester Business Journal and Democrat and Chronicle. An avid hiker, Scott has an intrinsic passion for setting his sights on a summit and then planning each step to get there. Scott is also a member of the prestigious '46er Club' whose members share the goal of reaching the summit of all the 46 high peaks in the Adirondacks. Most importantly, Scott's objective for his clients is to achieve peace of mind and confidence regarding their financial decisions, during some of their most trying times, and preparing them for what lies ahead. Scott resides in Penfield with his wife Laurie and sons Joshua, Jared and Jordan.
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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.