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

Doreen J. Haller, CFP®

CRPC

Best Times Financial Planning

Best Times Financial Planningff, 345 Woodcliff Dr
Fairport, NY 14450-4210
FINANCIAL ADVISOR'S WEBSITE
(585) 504-3600

General

Doreen Haller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Best Times Financial Planning in Fairport, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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
  • Variable annuities: NY, CA,FL, MA, MD,NC,SC, TN,TX

Broker-Dealer Affiliation

Commonwealth Financial Network

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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