Shelter Rock Wealth Management LLC

Abbondandolo & Co is a trusted accounting and tax services firm based in Glen Cove, NY. With over 30 years of experience, their team specializes in providing personalized financial solutions for small business owners and individuals. They take a more personal approach to accounting, taking the time to understand each client's unique goals and creating tailored plans to help them achieve success. With a focus on integrity, support, and experience, Abbondandolo & Co is dedicated to simplifying the complexities of taxes and accounting, offering straightforward advice and guidance. As a partner in their clients' financial journeys, Abbondandolo & Co offers a range of services including accounting, tax services, asset management, and wealth management. Their team of skilled professionals, led by Vito Abbondandolo and Carol A. Mammone, brings a wealth of knowledge and expertise to help clients make informed business and personal decisions. Whether you're a first-time business owner or planning for retirement, Abbondandolo & Co is committed to providing insights, education, and support to meet your needs now and in the future.Generated from the website

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 Group is an independent financial planning firm located in Glen Head, NY. They cater to the financial needs of individuals, families, businesses, and not-for-profit organizations by offering a range of services including wealth management, digital advice, financial services, insurance planning, and trust services. Since 1982, Halliday Financial has been dedicated to providing creative strategies tailored to their clients' diverse financial objectives. As an independent firm, they offer access to a robust platform of investments without the constraints of a larger bank, insurance company, or wire-house. Their financial advisors pride themselves on serving a wide range of clients, from college educators and business owners to retirees and wealthy families. Halliday Financial values their partnership with the City University of New York (CUNY) and has provided dedicated and comprehensive financial advice for over three decades. They continue to offer retirement services, campus advisors, and workshops to support the financial well-being of the CUNY community. Generated from the website content