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Home > Financial Planner Directory > New York > Rochester > Doreen J. Haller, CFP®,CRPC
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Doreen J. Haller, CFP®,CRPC

Best Times Financial Planning

200 Meridan Ctr
Ste 100
Rochester, NY 14618-3972
Phone: (585) 385-2280
Fax: (585) 350-7288

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

About My Practice

N/A

 

Experience

My experience spans 24 years in both the insurance and the investment markets.   There have been significant changes to thinking in each area.  After we have reviewed your all of alternatives, let me help guide you to your best decision.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Insurance Licenses
Life insurance: NY, CA, MA, Health/disability insurance: NY, CA, MA, Fixed annuities: NY, CA, Variable annuities: CA,FL, MA, NC, NY, TN
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC)
Broker-Dealer Affiliation
Lincoln Financial Network

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.