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
(585) 732-7545

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 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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Helpful Financial Planning Resources

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