Halliday Financial

Financial planning that evolves with you to meet your long-term needs

Financial planner in Glen Head, NY (show on map)

5.0

★★★★★

1 reviews

Halliday Financial offers a full suite of financial services including retirement planning, investment management, trust & estate planning, and insurance protection, tailored to individual client needs.

Call (516) 671-1099

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About

Halliday Financial is a family-owned financial services firm that provides comprehensive financial planning, investment management, trust and estate planning, insurance protection, and other tailored solutions to clients ranging from young professionals to retirees. With a focus on disciplined planning and deep client relationships, the firm aims to create long-term strategies that safeguard financial well-being and adapt to clients' evolving needs.

The firm operates independently, allowing flexibility and a wide range of service offerings without institutional constraints.

Family-run firm

Independence from larger institutions

Comprehensive suite of services without restrictions

Services

Retirement Planning

Developing personalized strategies to ensure financial security and comfort during retirement.

Goal-based planning Tax-efficient strategies Income distribution planning

Investment Management

Managing investment portfolios to align with clients' risk tolerance and financial objectives.

Diversified portfolio construction Risk assessment Performance monitoring

Trust & Estate Planning

Creating and managing trusts to protect assets and ensure smooth estate transfers.

Trust creation Estate tax minimization Beneficiary designations

Insurance Protection

Providing tailored insurance solutions to safeguard clients' financial well-being.

Risk assessment Policy selection Claims management

Credentials & Certifications

Certified Financial Planner®

Since 2025-01-01

Chartered Retirement Planning Counselor™

Since 2025-01-01

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

How do you stay motivated/productive at work? +

It’s both personally and professionally rewarding to help my clients make good financial decisions. Being able to help lead them to success motivates me.

How do you stay motivated/productive at work? +

I stay self-motivated knowing I have the support and freedom to work with every client I want to at Halliday. I was in the business for 10 years before joining Halliday, and when I joined, I knew it was going to be a great experience.