Events & Classes

Investment Basics 

Listen Here as Jeff Jones navigates the differences among investment options, the key to growth and importance of diversification.


Financial Planning Webinar 

Listen Here as Jeff Jones discusses different aspects and importance of financial planning topics such as emergency fund, retirement accounts and risk management. 


Protection Planning Webinar 

Click Here to listen to our Protection Planning webinar co-hosted by Jeff Jones and Matt Moore of Moore Insurance Services. 



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.

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