Dan Haller, Financial Advisor

FINANCIAL ADVISOR
Dan Haller

CFP®
11020 David Taylor Dr Ste 116, Charlotte, NC 28262opens in a new window
CallSend Me a Message

Focus Areas

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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

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

Team Members

  • Tammy Toney
    Branch Office Administrator

Send Me a Message

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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

Phone

(704) 548-9146

Fax

(888) 765-5761

Office Address

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

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