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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: 10/20/14






















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Five Star Professional Wealth Manager 2013: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. 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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