Halliday Financial logo — We provide financial solutions to clients who value advice a...

Halliday Financial

We provide financial solutions to clients who value advice and strategies, implemented with enthusiasm & intelligence.

Founded 1982 United States United States 42 employees Financial Services, Banking

General Information

Company Name Halliday Financial
Founded Year 1982
Location United States United States +2
Employees 42
Industries Financial Services, Banking
Social

Get notified when Halliday Financial moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Halliday Financial

Halliday Financial is an independent financial services firm that has been dedicated to applying creative strategies to its clients' diverse financial objectives since 1982. The company prides itself on its ability to provide financial solutions and thoughtful strategies to a wide range of clients, including college educators, institutional accounts, business owners, wealthy families, retirement plans, and retirees.

The firm's subsidiary, Halliday Financial, LLC., manages securities-related transactions and is a Member of FINRA and SIPC. It conducts its business in states where it is properly registered or excluded or exempted from registration requirements.

Halliday Financial emphasizes the importance of understanding that different types of investments involve varying degrees of risk and that past performance may not be indicative of future results. Thus, it advises current and prospective clients not to assume that the future performance of any specific investment or investment strategy will be profitable or equal to corresponding indicated performance levels.

The company's commitment to providing personalized individual advice to its clients and helping them navigate the complexities of the financial market sets it apart in the Financial Services and Banking industries.

Taxonomy: financial solutions, independent financial services, investment strategies, capital markets, retirement planning, institutional accounts, financial advisors, investment types

No funding data available for Halliday Financial yet.

Get notified when Halliday Financial raises funding

Halliday Financial Alternatives & Competitors

Halliday Financial vs

We strive to earn your trust every day. Our guiding principles mandate our philosophy and motivate u...

14 employees
Financial Services, Banking
Halliday Financial vs

Invested in our clients

24 employees
Financial Services, Wealth Management
Halliday Financial vs

It’s never too late to get a second opinion for your wealth planning needs.

8 employees
Finance, Financial Services

FAQ About Halliday Financial

We provide financial solutions to clients who value advice and strategies, implemented with enthusiasm & intelligence.
Halliday Financial was founded in 1982.
Halliday Financial is headquartered in United States.
Halliday Financial operates in the following industries: Financial Services, Banking.
Halliday Financial has approximately 42 employees.
Top alternatives and competitors to Halliday Financial include Sterling Investment Advisors, Ltd., Chicago Capital, LLC, Dechtman Wealth Management , Oak Wealth Advisors, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Halliday Financial and Sterling Investment Advisors, Ltd. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Halliday Financial and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy