portrait of Dan Haller
FINANCIAL ADVISOR

Dan Haller

CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Hiking
  • Farming

Request a Consultation

All Fields Required
*I certify that I am the person identified in the above and I give Edward Jones permission to contact me by email or phone.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Fax

(888) 765-5761

Branch Team

  • Tammy Toney
    Branch Office Administrator

Office Address

11020 David Taylor Dr Ste 116
Charlotte, NC 28262opens in a new window

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More