Lofgren, Gary Agt

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. Generated from the website

Halliday Financial, established in 1982, is an independent financial services firm based in Glen Head, NY, dedicated to providing personalized wealth management solutions for clients with diverse financial objectives. With a focus on creative strategies and comprehensive advice, their team of financial professionals offers access to a robust platform of investments tailored to each client's unique goals and concerns. Through three decades of partnership with the City University of New York, Halliday Financial has built a reputation for delivering thoughtful financial strategies to a wide range of clients, from college educators to retirees. Committed to client success, their firm prides itself on fostering financial safety and helping individuals navigate every phase of the financial lifecycle.Generated from the website

Here at Fleming Wealth Management in Glen Head, NY, we offer Financial Advisory services such as Wealth Management, Trust Services, Investments, Financial Planning, Coordinating Estate Planning, Insurance Planning, and College Savings. Michael F.