FINANCIAL PLANNING PRACTICE OPENS NEW OFFICE IN HISTORIC RHINEBECK VILLAGE
Rhinebeck, New York……Vicki L. Haak, CFP®, village of Rhinebeck resident, announced today the relocation of her longtime financial planning practice to 30 East Market Street, Suite 1 in the historic business district of the Village of Rhinebeck, New York. The move comes on the heels of the practice’s 20th anniversary.
Says Haak, “The decision to relocate within our village business district in Rhinebeck has been a very deliberate one. As a Certified Financial Planner™ with Ameriprise Financial, Services, Inc., our mission is to help clients achieve their financial goals. By basing ourselves in the heart of an historic corridor where there is an overwhelming sense of belonging and community spirit, we have been inspired for over 20 years to bring that mission to life for clients every day – and can continue to build on that tradition in a space that allows us to grow.”
Along with client relationship manager Celeste Oxendine, Haak now works in a suite directly across the hall from the firm’s former space.
Says Claudia Cooley, executive director, Rhinebeck Area Chamber of Commerce, “Vicki Haak is a valuable member of our business community; one of the ‘guideposts’ I refer to regarding all things Rhinebeck. She has served in many leadership roles over the years and quietly makes an impact on all kinds of organizations by sharing her time and talent whenever asked. As the former president of our Board of Trustees of the Rhinebeck Area Chamber of Commerce, she really helped our organization grow; today, as she celebrates 20 years in business here in our Historic District, we congratulate Vicki on the continued growth of her practice.”
Haak’s appreciation for the Rhinebeck community has manifested through myriad leadership and volunteer roles; she has served as former president of Rhinebeck Area Chamber of Commerce and has been a board member of Winnakee Land Trust, Morton Memorial Library, and Center for Performing Arts. Haak has also served on the Wilderstein Business Advisory Council and has supported Eleanor Roosevelt Center at Val-Kill, Art Studio Views, Rhinebeck Science Foundation, and a number of other community-based initiatives.
As an independent advisor with Ameriprise Financial Services, Inc., Haak focuses on comprehensive financial planning, including investment allocation advice, retirement and estate planning, and wealth management strategies for individuals, families and foundations and trusts.
For more information, call 845.876.1157.