Halliday Financial
Menu
  • Who We Are
    • Our Mission
    • Founder’s Message
    • Halliday Complete
    • Literature
    • News & Events
  • Financial Services
    • Wealth Management
    • Financial Planning
    • Investments
    • Insurance Planning
    • Tax Planning
    • College Savings
    • Estate Planning
  • CUNY Retirement Services
    • CUNY News and Events
      • Workshops & Presentations
        • 804 Workshop
    • Your Dedicated CUNY Campus Advisor
  • Trust Services
    • Trust Connection Newsletter 2016
    • Trust Connection Newsletter 2017
    • Trust Connection Newsletter 2018
    • Trust Connection Newsletter 2019
  • Contact Us
    • Clifton Park
    • Long Island
    • Sarasota
Home/Trust Services/Generation Skipping Trusts

Trust Services

Generation Skipping Trusts

Coming soon…

  • Contact An Advisor
    • Clifton Park
    • Long Island
    • Sarasota

Clifton Park

4 Executive Park Dr.
Suite 101
Clifton Park, NY 12065

(518) 463-2200

Long Island

725 Glen Cove Avenue
Glen Head, NY 11545

(800) 786-1598

Sarasota

205 N. Orange Ave., Suite 306
Sarasota, FL 34236

(941) 296-0124

Check the background of this firm on FINRA’s BrokerCheck.

Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. 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.

©2019 Halliday Financial | Privacy Policy | Privacy Policy and Notices | SEC Rule 606 |

Site by Methods Media