Doreen J. Haller,  CFP<sup>&reg;</sup> - Financial Advisor

Doreen J. Haller, CFP®

CRPC

President

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
FINANCIAL ADVISOR'S WEBSITE
(585) 732-7545 CONNECT WITH Doreen
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General

Doreen Haller is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at DJH Enterprises, Ltd in Honeoye Falls, NY and the surrounding communities.

Financial Advisor Overview

I work independently to assist in determining and helping to obtain the correct insurance coverage.

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Financial Advisor Experience

I work exclusively in the insurance world and have been licensed for over 35 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

  • Life insurance: NY, CA, MA, MD,NC,SC,TN,TX
  • Health/disability insurance: NY, CA, MA
  • Fixed annuities: NY, CA, MA, MD, TN,TX

Financial Advisor's Specialties

Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Estate Planning, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources