Please review Important Disclosure Information set forth on the Disclosures page of this web site.
You can download a copy of our 2017 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