Who We Are

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, 7, 22, and 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 in 2006, one of the premier Registered Investment Adviser–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, New York, with his wife, Lisa, where they enjoy boating, watching hockey, and spending time with their family.