Frank joined Halliday in 2005. He works with Wealth Management in the form of creating a sound family plan for short, medium, and long term financial goals. Frank helps corporations and not-for-profits recruit and retain valuable employees by offering and administering defined contribution advisory services – this includes not only 401(k), but also health insurance, life insurance, and disability. With Frank’s approach to clients, comfort and communication are most important. Financial planning… Show more Frank joined Halliday in 2005. He works with Wealth Management in the form of creating a sound family plan for short, medium, and long term financial goals. Frank helps corporations and not-for-profits recruit and retain valuable employees by offering and administering defined contribution advisory services – this includes not only 401(k), but also health insurance, life insurance, and disability. With Frank’s approach to clients, comfort and communication are most important. Financial planning for families and businesses alike is not a one-hour, one-meeting transition. He takes multiple steps, taking the time to engage his clients into a process that helps them understand when, why, and how goals will be met. There is never a step that doesn’t involve some type of education or explanation – this is done to assure there are no misunderstandings. Frank ensures the plan is acceptable on both sides, and is in the best interest of the client.Through this process, Frank and his clients engage in many forms of communication which ultimately help clients to feel comfortable with the plan moving forward. The process is meant to be educational, engaging, exciting, and most of all, transparent.Frank's licenses include Series 7, Series 6, and Series 63, along with his New York State Life, Accident, and Health insurance, and he is also New York State Long-Term Care Partnership Certified. Frank is also a Certified Financial Planner (TM).Frank was an All-American hockey player in college. He is still an avid ice hockey player today, playing twice a week locally, and staying actively engaged in the local youth hockey community Show less

Helped recruit new Financial Advisors as well as service team members into the firm. Assisted new employees with proper protocol, paperwork, and integration into their new work environment.

Our unique program centers around Metabolic Training, which incorporates “strength training at a pace”; the ultimate blend of strength and cardio. Metabolic Training is optimal for those looking to build muscle, burn fat, increase strength, and improve cardiovascular performance in the most efficient way possible. Our certified training staff will create a customized fitness experience for each one of our clients, regardless of age, ability level, or injury history.Locations: Green Island… Show more Our unique program centers around Metabolic Training, which incorporates “strength training at a pace”; the ultimate blend of strength and cardio. Metabolic Training is optimal for those looking to build muscle, burn fat, increase strength, and improve cardiovascular performance in the most efficient way possible. Our certified training staff will create a customized fitness experience for each one of our clients, regardless of age, ability level, or injury history.Locations: Green Island, NY, Colonie, NY, Delmar, NY, Liverpool, NY, Saratoga, NY, Clifton Park, NY, and others opening soon! Show less

Analyze and create portfolio's for individuals and families.Create 401k proposals for several local and international companies.