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.

Halliday Financial has been ranked by Think Advisor magazine as one of the Top 10 Broker Dealers in the country, based on available technology and the invaluable staff to advisor ratio.   The firm has always valued quality over quantity when it comes to our advisors and our clients.  We value advisors that grow their businesses using similar principles and beliefs.  In addition, Think Advisor magazine places Halliday Financial in the Top 15 Broker Dealers, nationwide, when it comes to the average production per advisor.  We are proud of our Wealth Managers and the statistics show that our efforts in these key areas have paid off. 

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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…