Advisor profile


My approach

Steven Haas - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Steven Haas - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Investments
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • St. Bonaventure University ; 1977 - 1981. St. Bonaventure, NY
  • Pace University ; 1982 - 1983. Masters Business Administration. New York, NY

Community participation

Board of Finance ; Gunn Memorial Library & Museum, Washington CT

Board Member ; American Indian Architectural Institute, Washington CT

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2003-2017
  • Ameriprise Circle of Success, 2003-2018
  • Ameriprise Circle of Success Hall of Fame, Inducted 2006
  • Five Star Wealth Manager, 2016