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Follow on Google News | Vicki Haak, CFP®, Earns Top-tier Achievement In Ameriprise Client Relationship StudyHaak ranks among top 25 percent of participating advisors; client feedback determines ranking
By: Vicki Haak, CFP “I am incredibly honored to have received this recognition” As an advisor with Ameriprise Financial Services, Inc., Haak focuses on personal financial planning, investment allocation advice, retirement and estate planning strategies, and wealth management strategies for foundations and trusts. One of over 10,000 Ameriprise financial advisors worldwide, Haak provides personalized investment and planning guidance as an independent Certified Financial Planner® to clients from all over the country, and incorporates ongoing, local philanthropy and volunteerism into her business model. “There is no question that my responsibility as a local financial planner extends beyond my practice and into my community”, states Haak. “As both a businessperson and a resident of Rhinebeck, I love spending time as an active participant in the causes that are making a substantial impact on the lives of my clients, the community that I serve, and my family; it is gratifying beyond measure. Because I am independent, I have had the flexibility to build the kind of practice most aligned with the needs of my community, and I have been privileged to serve as a board member or officer of many organizations through the years to help further mission statements which ultimately enhance the quality of life for all who enjoy our Hudson Valley region”. To that end, Haak has served the community in a variety of volunteer and leadership roles, including her work as President of the Rhinebeck Area Chamber of Commerce, Board Member of Winnakee Land Trust, Board Member of the Center for Performing Arts, Business Advisory Council Member of Wilderstein Historic Site, and Board of Trustees Member for Morton Memorial Library and Community House. Haak is particularly passionate about supporting local artists in the Hudson Valley, illustrated not only by her gold sponsorship of Art Studio Views, a self-guided tour designed to promote local artists which is free and open to the public each year, but her overall commitment to building momentum around the growing art scene. For more information, visit http://www.ameripriseadvisors.com/ or call (845)876-1157. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 115 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com or ameripriseadvisors.com/ The survey score is based on responses gathered between June and July 2013, from active clients who have been with their advisor for at least one year. The survey rates Ameriprise advisors on overall satisfaction, quality of advice and other criteria. A score averages all responses and may not represent a particular client experience. Ameriprise Financial cannot guarantee future financial results. Please conduct your own evaluation of a financial advisor. 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. Ameriprise Financial does not provide tax or legal advice. Consult your tax advisor or attorney. © 2013 Ameriprise Financial, Inc. All rights reserved. *The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional) End
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