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Let our experience help you to maximize your retirement experience

H. Haller Financial is an independent financial planning firm that specializes in retirement planning. We have over 30 years of experience helping clients plan for and maximize their personal retirement experience. We believe that we offer a unique approach to retirement planning based not on scare tactics, but on real life experiences. Please visit our Retire Ready page to view our “Green Means Go” retirement philosophy. If this makes sense and you want to get a second opinion on your strategy or investment plan, please give us a call.

While retirement planning is our specialty, we can help you in other areas of wealth management.

  • Asset Allocation/Investment planning
  • Education planning
  • Estate Planning
  • Tax Reduction Planning
  • Protection Planning

28 West Bridge Street | Saugerties, NY 12477 | Telephone: 845.246.1618

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Last Updated: 12/11/17

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Five Star Professional Wealth Manager: 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. 478 Hudson Valley wealth managers were considered for the award; 97 (21 percent of candidates) were named 2014 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.
This communication strictly intended for individuals residing in the states of CA,CO,FL,IN,MA,ME,NC,NJ,NY,OR,SC,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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