Vicki Haak

CFP®

Financial Advisor

Market News
The economic stimulus
package

The American Recovery and Reinvestment Act of 2009 is
now law. Explore the key provisions that could impact
your personal finances.

Review a summary
Vicki Haak Ameriprise Financial Advisor
Office location
30 E Market Street
PO Box 688
Rhinebeck, NY 12572




Contact this advisor Contact me
Refer this Advisor Refer me
Get Directions Map & directions
(845) 876-1157
vicki.l.haak@ampf.com

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement — on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies — all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.


Areas of Focus
  • Investment Advice
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Asset Allocation
Community Service & Personal Interests
  • Rhinebeck Chamber of Commerce
  • I am licensed and registered to conduct business in NY.
  • Based on licenses and registrations I hold, I may also conduct certain business in NJ, AZ, CA, CT, DE, FL, GA, HI, MA, ME, VT, WI
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.