We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about the Tax Cuts and Jobs Act (TCJA), an article on estate planning, portfolio updates…read more
We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about our new office space, an article on the value of financial planning, tax tips,…read more
High Falls Advisors has moved! Our new office is in the recently renovated 3 City Center at 180 S. Clinton Avenue in downtown Rochester. The larger and more modern office space will…read more
As you may already be aware, a security breach was recently announced at Equifax, one of the three major credit reporting agencies in the U.S. Please read the article below that talks…read more
In this issue you’ll find an interview with our Founder, Jim McBride, an article on Retirement Income Management, Portfolio Manager Updates as well as the first article in our new series entitled…read more
Tax season is underway and the High Falls Tax Team is working diligently to meet the pending deadline of Tuesday, April 18th. Visit our “Tax Tools” section to access helpful resources.
HFA is again proud to be a patron of the Rochester Philharmonic Orchestra for the 2017-2018 season. We look forward to another inspiring year of music from the RPO.
We recently upgraded our technology and are now able to interact with you through our new client portal. Performance information, transaction detail and other reports are at your fingertips in your secure…read more