No matter what season of life you're in, we are here to guide you 

Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, Income Protection

Check out what's new on Facebook 

Subscribe

Sign up to our newsletter and stay up to date

Subscribed!

Thank you for subscribing to our newsletter.

4 Executive Park Dr Suite 101
Clifton Park, NY 12065, US

Check the background of this firm on FINRA’s BrokerCheck. Securities-related transactions are managed by Halliday Financial’s 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 Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment 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 Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

Legal and Disclosure page 

Follow us