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An Ameriprise Platinum Financial Services® Practice

 
 
Preal Lynette Haley Ameriprise Financial Advisor

Preal Lynette Haley

CRPC®

Financial Advisor

Franchise Owner

 

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301.982.1206

preal.2.haley@ampf.com

 
 

13

Years of Experience

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PREAL HALEY & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Office Location

7711 Belle Point Drive
Greenbelt, MD 20770-3300
Map Phone: 301.982.1206 Fax: 301.982.1208

Professional Networks

View my LinkedIn Profile

Education

  • B.S. Bowie State University
  • Georgetown University Executive Certificate in Financial Planning

Professional Associations

  • Milliion Dollar Roundtable
  • Financial Planning Association

My Approach

Our mission at Preal Haley & Associates, is to provide the knowledge and experience to help clients make better informed decisions for generations.

As an Ameriprise Platinum Financial Services® practice, our approach is to listen carefully to what clients want to accomplish, help prioritize, access resources, provide possible solutions for success, as well as track progress over time!

We work with you face to face, by phone, webcast, or any number of ways to keep your busy lives from getting in the way of a disciplined pursuit of your goals through our, Dream>Plan>Track>®, approach to the financial planning process.

Areas of Focus

  • Estate Planning Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Interests

I enjoy:

  • Travel
  • Time with family and friends
  • Art and The Arts
  • A great Read

Community Participation

  • The Maryland/DC Stock Market Game- Instructor

Taught students (ages 6 - 9) the Stock Market Game and achieved top 10 ranking nationwide .

  • Reynolds Foundation- Board of Directors

Served as past board member at the Halfway home to transition women who had been incarcerated back into the work force.

  • Women Business Owners of Prince Georges County

Served as board member.

Market Watch

Market News

License Information

I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in AZ, NM, VA, NC, FL, DC, GA.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.