A Family Firm that Prioritizes Your Long-Term success.
Disciplined advising to help you achieve your personal and financial goals
What We Do
Holistic Financial Planning
We provide a wide range of financial services focused on long-term stability and meeting your unique goals.
Learn MoreHow We Work
People First
Our client relationships are built on trust, communication, and a deep understanding of your priorities.
Learn MoreWho We Serve
Open Door Policy
We welcome all types of clients, from CUNY educators to Teamsters, from young professionals to retirees.
Learn MoreOne Firm. Many Solutions.
At Halliday Financial, we offer a comprehensive suite of services designed to help you achieve long-term financial stability and peace of mind. Our holistic approach integrates numerous aspects of your financial life, including Retirement Planning, Investment Management, Trust & Estate Planning, Insurance Protection, and more. As a family-run firm, we maintain our independence from larger institutions, which allows us to offer a range of solutions without restrictions or external pressures.
Combining Disciplined Planning with Deep Client Relationships
We understand that true financial stability comes from thoughtful decision-making and enduring client relationships. Our advisors know that wealth grows through deliberate, personalized choices, which is why your financial plan is more than just numbers – it’s a flexible, evolving strategy designed to adapt to your life. We are relentlessly focused on creating long-term strategies that safeguard your financial well-being, prioritizing sustained growth over quick, short-term wins.
A Message From Our Founder
“The oak tree, as our corporate symbol, is an important manifestation of our mission on behalf of our clients, because investing is much like planting an acorn and nurturing its growth. You begin by creating an environment that provides the greatest opportunity for steady development, focusing on a long-term commitment that will eventually produce optimum results. As time passes, from a tiny acorn the sapling begins to flourish. There is no radical change in its care. When bad weather comes, you do not uproot the tree to protect it. Instead, you remain calm in the faith that fairer days lie ahead. At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams.”
What Our Team Says
Meet Our Financial Planning Experts
"I love the people and the culture. We laugh a lot at the office and we have a very approachable atmosphere where everyone is willing to help one another."Jessica PrevilleFinancial Planner
"It motivates me when clients call and thank me for helping them with their retirement. It’s extremely rewarding to be able to be someone that they trust."Nick StarkFinancial Planner
Contact Us
Share your contact information and one of our advisors will reach out!