With schools nationwide back in session again, many parents are thinking about how best to manage future or even current college costs. Now is a good time to sharpen your pencil for a few important lessons before heading back into … Continue reading →
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You can download a copy of our 2018 Annual Privacy Disclosure Statement here.
Firm Disclosure Brochure
Professional Financial Strategies, Inc. is an investment adviser registered with the Securities and Exchange Commission, and independently associated with Charles Schwab & Co., TIAA-CREF and Dimensional Fund Advisors, LLC. You can download a copy of our current Firm Disclosure Brochure here.
The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.
CFP Code of Ethics
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a certification and standards setting
organization founded in 1985 that benefits the public by establishing and enforcing education, examination, experience and ethics requirements for CFP® certificants.
You can download a copy of the CFP® Code of Ethics here.
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Professional Financial Strategies, Inc. - Clarity. Commitment. Confidence.
1159 Pittsford-Victor Rd., Suite 120 · Pittsford, NY 14534 · 585-218-9080