We provide financial solutions to clients who value advice and strategies, implemented with enthusiasm & intelligence.
Halliday Financial is a leading investment management firm committed to providing tailored financial solutions to clients who value expert advice and intelligent strategies. Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to meet the diverse financial objectives of its clientele. As an independent financial services firm, Halliday Financial offers access to a wide variety of capital markets and investment types, free from the constraints of larger institutions.
With a team of experienced financial advisors, Halliday Financial proudly serves a diverse group of clients, including college educators, institutional accounts, business owners, and affluent families. The company specializes in addressing financial challenges and developing thoughtful strategies for financial opportunities, ranging from retirement plans to wealth management. The primary address of Halliday Financial is 725 Glen Cove Avenue, Glen Head, NY 11545, US. Additionally, they have offices at 4 Executive Park Dr, Suite 101, Halfmoon, New York 12065, US.
Halliday Financial's securities-related transactions are managed by its subsidiary, Halliday Financial, LLC., a member of FINRA and SIPC. The firm transacts business in states where it is properly registered or excluded/exempted from registration requirements, ensuring full compliance and client protection. Halliday Financial is dedicated to helping you achieve your financial goals. Company information will be completed soon with the support of the company’s management.
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Compare Halliday Financial with 3 companies in Investment-Management
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Halliday FinancialMain Company |
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|---|---|---|---|---|
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Founded Year
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— | 2010 | 2003 | |
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Company Size
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— | 11-50 | 2-10 | 1,001-5,000 |
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City
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Glen Head, NY | Vancouver, British Columbia | Mona Vale, New South Wales | |
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Country
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Canada | |||
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Skills & Keywords
Comparing with main company
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10 Total Skills
Investment Management
Financial Planning
Wealth Management
Retirement Planning
Financial Services
Capital Markets
Investment Strategies
Retirement
Insurance
Digital Advice
|
4 Total
4 Unique
Unique Skills:
Business
Entrepreneurship
Leadership
Philanthropy
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7 Total
7 Unique
Unique Skills:
Cashflow & Budgeting
Estate Planning
Financial Advice
Investments
Strategic Planning
Superannuation
+1
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3 Total
3 Unique
Unique Skills:
Mandatory Provident Fund
Pension
Protection
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