Experienced Financial Advisors Dedicated to your Financial Wellbeing
Disciplined advising to help you achieve your personal and financial goals
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.
Join our team
Meet Our Advisors
Long Island, NY
Christopher Truncellito
Financial Advisor
Gary Lofgren, CFP®
Senior Vice President
James Werner
Certified Financial Planner™, Vice President
Jim Pino
Certified Financial Planner™, Senior Vice President
Joseph R. Tedeschi
Chartered Retirement Planning Counselor™, Regional Vice President
Maggie Innelli
Administrative Team
Matthew Monk
Financial Advisor
Michael Corwin
Administrative Team
Michael J. Fleming
Senior Vice President
Michael Romer
Vice President
Miki Sobot
Certified Financial Planner™
Paul Mohammadi
Financial Advisor
Randy Diamond
Financial Advisor
Rebecca Pino
Financial Advisor
Sandy Joel Siff, PhD
Certified Financial Planner™, Senior Vice President
Clifton Park, NY
Christie Malmborg
Financial Advisor, Registered Principal
Frank T. Guiffre, CFP®
Certified Financial Planner™, Managing Director
Frank V. Finch
Financial Advisor
Howard V. Kibrick, CFP®
Certified Financial Planner™, Financial Advisor, Regional Vice President
Jeff B. Jones
Financial Planner, Senior Vice President
Jessica Preville
Financial Advisor
Joe McDonald
Financial Advisor
Kourtney Zuckerman
Administrative Team
Michael G. Stanton
Financial Professional, Healthcare Specialist
Nick Stark
Financial Planner
Reese Hughes
Senior Financial Planner
Richard J. DiMaggio
Financial Advisor
Our Firm's Mission
Halliday Financial is dedicated to providing personalized financial solutions tailored to each client's unique goals and concerns. As an independent firm without proprietary products, their mission is to assist clients in making informed financial decisions by offering a comprehensive range of services, including investment management, wealth planning, financial planning, insurance services, and trust services. Guided by principles that prioritize client objectives, exceptional service, and a commitment to diversity and equality, Halliday Financial emphasizes continuous learning and personal excellence. Their approach fosters long-term relationships, supporting clients through every phase of the financial lifecycle, from starting a career and family to retirement, with the ultimate goal of helping clients realize their dreams.