Halliday Financial

Halliday Financial

Investment Management Glen Head, New York, United States 43 employees
Employees
43
Contacts
4
Emails
4
Phones
3

Halliday Financial Overview

Headquarters
Glen Head, New York, United States
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
43
Founded
1982
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Halliday Financial

Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse financial objectives of our clients. We are an independent financial services firm with access to a wide variety of capital markets and investment types without the trappings and restraints of a massive bank, insurance company or wire house. Each of the financial advisors located in our regional offices is proud to serve the group of clients most in need of his or her assistance. From college educators, to institutional accounts; from business owners to wealthy families; from retirement plans to retirees' Halliday Financial brings solutions to financial problems and thoughtful strategies to financial opportunities. Securities-related transactions are managed by Halliday Financials' 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 company profile page, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments 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 company profile page serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Halliday Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Halliday Financial Org Chart

Sample employees and titles
Name Title Contact
Frank T. Guiffre, Cfp® Managing Director, Certified Financial Planner™
Email Phone
Randy Diamond Halliday Financial
Email Phone
Ginger Romero Pardlo Financial Advisor at Halliday Financial
Email
James Werner Senior Vice President, Certified Financial Planner Tm at Halliday Financial
Email Phone

Employees by Management Level

Individual contributor 10 profiles
Executive 3 profiles
Manager 2 profiles
Associate / junior 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 10 10 6
Executive 3 3 2
General 2 2 1
Sales 1 1 0

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