Halliday Financial

Halliday Financial

Investment-Management

Glen Head, NY
Company Tagline

We provide financial solutions to clients who value advice and strategies, implemented with enthusiasm & intelligence.

Industry Category
Investment-Management
Company Description

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.

To the Manager of Halliday Financial, we invite you to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Ginger Romero Pardlo Jeffrey Musgrove James Werner Frank T. Guiffre CFP®

Compare Companies Side by Side

Compare Halliday Financial with 3 companies in Investment-Management

4 Companies
Comparison Field
Halliday Financial
Halliday Financial
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Founded Year
2010 2003
Company Size
11-50 2-10 1,001-5,000
City
Glen Head, NY Vancouver, British Columbia Mona Vale, New South Wales
Country
Canada
Skills & Keywords Comparing with main company
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
7 Total 7 Unique
Unique Skills:
Cashflow & Budgeting Estate Planning Financial Advice Investments Strategic Planning Superannuation +1
3 Total 3 Unique
Unique Skills:
Mandatory Provident Fund Pension Protection
4
Total Companies
2003
Oldest Founded
1
Countries
24
Unique Skills

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Alternative Company Names

This company is also known as

Halliday Financial 霍利迪金融 हॉलिडे वित्तीय Halliday Financiero هاليداي المالية হ্যালিডে ফিনান্সিয়াল Halliday Financier Холлидей Финанс Halliday Financeiro