Haley Larue
Wealth Manager at Boulay
Based in Minneapolis, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Minneapolis
Industry
Accounting
Company size
440
Contact information
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h•••••••@boulaygroup.com
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Background
About Haley Larue
Haley joined Boulay Financial Advisors, LLC in 2017 after graduating from college and moving to Minnesota from her home state of Kentucky. She assists clients with several areas of financial planning, including investments and portfolio monitoring, retirement planning, income tax planning and return preparation. Haley utilizes software to build and illustrate financial planning strategies for clients to help them make better life decisions. Haley is passionate about helping others achieve a greater sense of financial security and confidence while on their journey to reaching their goals. Boulay works with individuals, closely-held businesses and public companies who are, or who aspire to be financially successful. Its focus is to protect its clients’ businesses, build their wealth and secure their future by partnering with them and integrating its depth of experience in accounting, tax and financial consulting services designed to “help them get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 1-800-765-5201. Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Contact Haley at: 952-841-3075 hlarue@boulaygroup.com
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