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Halliday Financial Group

We Solve Problems

Each one of us has a financial life integrated with every other aspect of our lives.

Like it or not, there is not a day that goes by without a financial decision being made. Whether it is the simple act of paying for a cup of coffee, or thoughts of how future financial issues will be resolved, one’s financial life cannot be completely ignored.

At Halliday Financial Group, it is our mission to assist our clients in the process of solving problems, specifically a range of financial problems.

Halliday Pie Chart At Halliday Financial Group, we utilize a full spectrum of financial services to help our clients navigate every major obstacle in their financial lives. Because we are an independent financial services firm, we have no proprietary products to push.  Our role is to help clients make smart decisions about their money. We understand that each client has unique needs and therefore provide personalized solutions based on their goals, objectives and concerns.

The pie chart above represents the full complement of financial issues that we address for our clients.

The way in which we assist our clients solve problems begins with a thorough collection of important facts. These facts are not limited simply to numbers such as how much you already have in retirement accounts, your salary, your monthly expenses and the like. Instead, our fact finding process also encompasses the goals, dreams and objectives of our clients. These facts are vastly more significant than cold hard numbers. Without understanding the ultimate aim of the problem solving process, few meaningful results can be achieved.

Our problem solving process can be further explored below.
Our Investment Process

Integrated with the process of solving problems is the development of a cohesive investment strategy.

Before we begin to develop that strategy, we take a good hard look at where you are today. We assess your investment goals, available resources, desired rate of return, and risk tolerance. This insight allows your HFG Financial Advisor to design a portfolio to fit your specific needs. There is no "one-size-fits-all" investment portfolio.

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Our Long-Term Commitment

When you begin working with Halliday Financial Group, expect to begin a long-term relationship with a "personal chief financial officer," offering the resources to coordinate all of your financial needs. Our Financial Advisors bring extensive training, experience, and management skills to the process of solving your financial problems. In addition, we have developed strategic alliances with key professionals who can assist in the achievement of your goals.

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Our Planning Process

At HFG, we are committed to the notion that without a thoughtful and specific route between where you are now and where you want to go, the chances of achieving your vision of financial success are greatly reduced.

Whether we are designing a comprehensive financial plan, targeting a specific issue such as retirement, or reviewing a benefits package we begin by gathering data. We are committed to taking the time to understand your goals and expectations.

 

 
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Our Legacy of Excellence

Halliday Financial Group has been working hard to solve its clients’ problems since 1982.

We accomplish this aim through the work of 48 Financial Advisors and the Service Team members that support them.

We help our clients to manage and invest over $2 billion in assets.

HFG provides solutions to individuals, corporations, not-for-profit organizations and trusts throughout New York. In addition, we have relationships with clients in 16 other states.
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CUNY One-on-One
Retirement Advisory Session

In 1984, CUNY partnered with Halliday Financial Group to increase the options in the CUNY retirement plan and access to personalized advice. A One-On-One Retirement Advisory Session with a Halliday Financial Group professional will provide you with valuable insight regarding your plans for retirement.  Click on the link to make an appointment.
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Copyright (c) 2007 Halliday Financial Group, Inc., all rights reserved.
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The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.