NetworkยทVenture Capital
๐ GLEN HEAD, NY
SEC CRD #801-41423
Halliday Financial: Independent Financial Planning Wealth Management A Family Firm that Prioritizes Your Long-Term Success. Disciplined advising to help you achieve your personal and financial goals. Our Mission Our Vision Our Founder Our Team 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 More How We Work People First Our client relationships are built on trust, communication, and a deep understanding of your priorities. Learn More Who We Serve Open Door Policy We welcome all types of clients, from CUNY educators to Teamsters, from young professionals to retirees. Learn More One 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. Learn More 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 finan
RACHEL PINO
CCO
๐ (516) 676-3332
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AUM
$1.5B
Location
GLEN HEAD, NY
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