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Our financial advice team


Mary Haluska, Private Wealth Advisor serving the Crown Point, IN area - Ameriprise Advisors

Mary Haluska

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Mary Haluska & Associates

An Ameriprise Private Wealth Advisor

37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 19 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Member, Financial Planning Association
  • Bachelor of Science Degree

Education

  • Purdue University B.A. 1978

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • Hall of Fame, 2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

My daughter is getting married this June!!!

I have picked up dancing as a new hobby

I love fall and the leaves changing colors