About Halliday Financial

Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse financial objectives of our clients. We are an independent financial services firm with access to a robust platform of investments without the trappings and restraints of a massive bank, insurance company or wire-house. Each of the financial advisors located in our regional offices is proud to serve the group of clients most in need of his or her assistance. From college educators, to institutional accounts; from business owners to wealthy families; from retirement plans to retirees; Halliday Financial brings solutions to financial problems and thoughtful strategies to financial opportunities.

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Being Independent doesn’t have to mean being alone…

Success often means different things to different people.  Whether you are currently working in a wire house, bank program, or insurance company– our firm believes we have something to offer that can impact your current and future definition of success. Our firm takes a great deal of pride in assuring our advisors thrive, on their own terms.  We leverage technology and support staff to optimize your time to gather new assets and focus on your clients.

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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. Contact us today…