High Falls Advisors

4.8(17 reviews)Rochester, New York
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High Falls Advisors has been helping individuals and families meet their financial goals since 2008. We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management. Contact us today to learn how we can put our financial services and comprehensive experience to work for you.

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Business Hours for High Falls Advisors

Monday
8:30 am–4:30 pm
Tuesday
8:30 am–4:30 pm
Wednesday
8:30 am–4:30 pm
Thursday
8:30 am–4:30 pm
Friday
8:30 am–4:30 pm
Saturday
Closed
Sunday
Closed

Find High Falls Advisors on Google Maps

180 S Clinton Ave #300, Rochester, NY 14604, United States

Customer Reviews for High Falls Advisors

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Reviews

4.8(17 reviews)
Kevin Whitman
Jun 13, 2024on
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Illegally access accounts through their investment partner, Fidelity Investments, to share balance and transactional history with their other clients, without any written or express consent. Further falsely advises others with the intent to cause significant financial harm against an individual whom they do not even work. I would strongly recommend that one stays away from this "advisor firm", especially with what I have personally encountered. This is now under investigation by Fidelity, the SEC and FINRA. There are plenty other competent financial advisors in the area who actual employ ethics and follow federal law and privacy practices -- this isn't THAT firm.

Joe Crestuk
Feb 12, 2024on
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Excellent customer service! I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn’t be happier! They do what they say they are going to do and they do it well! It’s great having all of these services in one place.

Beckie Crestuk
Feb 12, 2024on
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I highly recommend High Falls Advisors! They have been such a great team to worth on a personal level and business. The support they provide is something we have looked for for many years for our growing company and personal finances. And a very down to earth team that never make feel "dumb" for asking any questions. Glad we found them!

Nancy Wayne
Feb 12, 2023on
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High Falls Advisors offers the personalized guidance and financial advice I need as I approach retirement including tax planning, estate planning and investing. Very, very happy with their services and attention.

Pattie
Nov 7, 2022on
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Rachel Scheer
Jun 1, 2022on
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I have been working with High Falls Advisors for the last year. I had worked with two financial advisors serious to them and I can say that the level of care, attention to detail, and communication far outweighs any other company I have worked with. I am so very impressed and grateful to Ken Burke and his team for all he has done for me. As a entrepreneur and business owner, taxes and financial planning can feel burdensome but they made is so easy and took what they could off of my plate! I HIGHLY recommend!

Jerry Warner
Feb 1, 2022on
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High Falls Advisors is a full service house. Incredibly responsive, knowledgeable and professional! I have been working with them on tax challenges, tax planning, and numerous other topics. I recommend them highly.

Mark Condon
Nov 7, 2021on
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My investment portfolio has done very well with High Fall Advisors. I highly recommend their financial services. Positive Professionalism, Value

Lauren Campo
Nov 7, 2021on
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Trustworthy, professional team. We received excellent customer service and attention from each staff member at High Falls and felt cared for through the entire process. Positive Quality, Professionalism

David Falcone
Nov 7, 2021on
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It is without any reservation I give High Falls Advisors gets my highest recommendation. Everyone I have interacted with is extremely professional, responsive and their advice is topnotch. Positive Responsiveness, Quality, Professionalism, Value

Frank Sapere
Nov 7, 2021on
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I strongly recommend High Falls. Ken Burke is extremely knowledgeable, pays attention to detail and the specific needs of his client. Positive Responsiveness, Quality, Professionalism, Value

Andy Pho
Nov 7, 2021on
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The best communication and processes I’ve experienced with an advisor. Thanks Ken for taking the time to help get all of our financials in order and take our financial planning to the next level.

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