ABOUT US | Who We Are


H. Haller Financial is an investment and financial planning firm specializing in retirement planning. The firm is located in Saugerties New York in the beautiful Hudson Valley. While the firm was founded in 2006, Howard Haller has been helping clients reach their goals for 30 years and is now joined in the firm by his son Brian.



Howard L. Haller, CFP®

For 30 years, Howard “Fritz” Haller has provided his clients with the guidance they need to identify their goals and develop plans for their financial future. Fritz is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and as a registered representative of Commonwealth Financial Network, he holds his FINRA Series 6, Series 7, Series 22, and Series 63 securities registrations.

Prior to founding H. Haller Financial, Fritz started his career in 1984 working for a large financial services firm. However, he felt his dedication to his clients would be better served by leaving and branching out on his own. Choosing to partner with Commonwealth Financial Network® in 2006, one of the premier broker/dealers in the United States, helps ensure his clients receive the best array of investment choices and objectivity to complement their financial goals. He resides in Saugerties, NY with his wife Lisa where they enjoy boating, watching hockey and spending time with their family.









Brian A. Haller

Brian Haller Joined the firm in 2013 after graduating from State University of New York at New Paltz. He is now in charge of client service initiatives and financial planning data input. Brian is mentored by his father who has nearly 30 years of experience, as well as extensive resources of Commonwealth Financial Network available to him. Brian is obtaining his securities and insurance licenses.

Brian’s passions are hockey and physical fitness. Playing competitively through college helped Brian develop mental toughness and work ethic that is valuable both in his life and career. After a couple years in the North Country, Brian decided to focus his education on finance and transferred to New Paltz making the Dean’s list in every semester. Brian still found time to pursue his love of hockey by coaching the local high school team. Between semesters at school he has worked at H. Haller Financial as an assistant to his father. His hard work ethic, positive attitude, and genuine caring for the well-being of others are what attracted him to this business and are wonderful assets to have as he begins his career.











Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 585 Hudson Valley (NY) wealth managers were considered for the award; 135 (24 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit
www.fivestarprofessional.com.
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