@hallidayfinancial.com
Halliday Financial is an investment management company offering financial planning services.
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Description
Halliday Financial is an independent financial planning firm that is dedicated to serving the unique needs of individuals, families, businesses, and not-for-profit organizations. With a team of experienced financial professionals, they offer a wide range of services to help clients achieve their financial goals. These services include wealth management, digital advice, financial services, insurance planning, and trust services.
What sets Halliday Financial apart is their commitment to personalized solutions. They understand that every client has different goals, objectives, and concerns, and they tailor their strategies accordingly. Since 1982, they have provided comprehensive and independent advice to clients, offering creative solutions to financial problems and thoughtful strategies to financial opportunities.
Halliday Financial also values their partnership with the City University of New York (CUNY), providing dedicated retirement services, campus advisors, and workshops for the CUNY community. Whether you are a college educator, business owner, retiree, or anyone in between, Halliday Financial is here to support you and help you thrive financially. Contact them today for a personalized approach to your financial success
Company Type
Privately Held
Company Size
51-200
Year Founded
1982
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