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Financial Services

At High Falls Advisors, we take an integrated approach to your financial strategy. Our team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, Certified Retirement Planning Counselors, attorneys, credentialed tax advisors, and a healthcare and employee benefits specialist who collaborate to offer comprehensive financial solutions, expertise and support to help you reach your goals. Together, we are focused on anticipating your needs, so you can focus on living your life.

Financial Planning and Advice

Portfolio Management

Income Tax Planning and Preparation

Business Exit Planning