Accessible Financial Planning for All
Disciplined advising to help you achieve your personal and financial goals
As a true family firm, we believe everyone deserves access to affordable, knowledgeable financial advice. Our founder began his own investment journey by contributing $25 to his retirement each month, and we honor his legacy of consistent, modest saving by requiring no investment minimums and maintaining an open door policy to anyone who wants to work with us.
From young professionals building their first investment portfolio to couples saving for their forever home to retirees focused on preserving wealth, Halliday Financial works with clients at all stages of their financial journey. Below are some examples of clients we love serving.
Partnering with the CUNY Community
Since 1984, Halliday Financial has supported the City University of New York (CUNY) community by providing comprehensive and affordable financial services to faculty, staff, and retirees. Our deep understanding of CUNY’s retirement systems, including the Teachers Retirement System (TRS) and the Optional Retirement Program (ORP), allows us to offer expert guidance whether you’re just beginning to plan for retirement or seeking to optimize your existing strategy. And our support goes beyond CUNY sponsored accounts – whether you’re managing student loans, saving for short-term goals, or planning for the future, Halliday’s partnership with CUNY ensures that expert financial advice is readily available and tailored to meet your unique needs.
Our Work With Union members
Halliday Financial also works closely with Union members, offering tailored financial services that address the unique needs of union members. With deep experience in understanding the intricacies of Union members pension plans, retirement options, and benefits, Halliday provides expert guidance on maximizing retirement income, managing pension benefits, and navigating healthcare options in retirement. Our personalized approach ensures that Union members receive advice that aligns with their specific financial circumstances, helping them plan for a secure and stable future.
Supporting the Success of Business Owners
We understand that business owners and freelancers face unique financial challenges, from managing cash flow and navigating tax complexities to balancing personal and business financial goals. As your trusted advisor, we offer tailored strategies to help you optimize your business finances while safeguarding your financial well-being. We assist in managing diverse financial accounts, including retirement plans, business investments, and insurance needs, ensuring that your financial strategy aligns with both your business objectives and personal aspirations. Our goal is to empower you to focus on growing your business with confidence, knowing your financial future is in expert hands.
Helping Women Strengthen their Financial Future
At Halliday Financial, we recognize that women have financial needs and personal goals that may not benefit from the same financial planning approach as our male clients. Understanding the unique financial journeys women often navigate – from longer life expectancies to career breaks and wage gaps – we tailor our services to help you achieve financial independence and security. Halliday is committed to empowering women with the knowledge, tools, and strategies you need to thrive financially, and we prioritize creating a supportive environment where women can make informed financial decisions alongside our expert advisors.
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