HRC Service
Halliday Financial is a family-run firm based in Glen Head, NY, committed to providing holistic financial planning and investment management services tailored to meet the long-term needs of its diverse clientele. With a focus on building trust and fostering deep client relationships, the firm emphasizes disciplined advising to help clients achieve their personal and financial goals.
Under the guidance of founder Robert W. Halliday, Ph.D., Halliday Financial prioritizes sustained growth and adaptability in financial strategies, likening the investment process to nurturing an acorn into a flourishing oak tree. The firm welcomes a wide range of clients, from educators to retirees, ensuring that each financial plan is a personalized and evolving strategy designed to support their unique financial journeys.
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