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H. Haller Financial Planning
 

H Haller Financial Planning - Commonwealth Financial Network
Howard "Fritz" Haller, CFP®
Commonwealth Financial Network
28 West Bridge Street
Saugerties NY 12477
www.hhallerfinancial.com

(845) 246-1618

Toll free 877-482-6203

For more than 21 years, Fritz 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®) , he holds his NASD Series 6, Series 7, Series 22, and Series 63 securities licenses.

Business Experience
1991-2006, Financial Professional, Ameriprise Financial Services, Inc., Saugerties, NY
1987-1991, Director of Financial Services, Emery and Webb, Inc., Fishkill, NY
1984-1987, Financial Professional, Ameriprise Financial Services, Inc., Poughkeepsie, NY

Designations and Degrees
CERTIFIED FINANCIAL PLANNER™ professional
B.A., 1983, Management Science, State University College at Geneseo, NY
A.A., 1979, Business Administration, Broome Community College, Binghamton, NY

Personal
Born: 1959
Marital Status: Married to Lisa for 22 years
Children: Kyle, Brian, and Christine
He has lived in Saugerties, New York, for over 20 years.
He enjoys boating and hockey.

Securities and Advisory Services offered through Commonwealth Financial Network, Member NASD/SIPC, a Registered Investment Advisor.

 
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