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.
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.
Professional Financial Strategies, Inc. - Clarity. Commitment. Confidence.
1159 Pittsford-Victor Rd., Suite 120 · Pittsford, NY 14534 · 585-218-9080
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