Halliday Financial Group

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Description

The classic brokerage account containing a portfolio of stocks and bonds and other investments is still a powerful way to achieve financial goals. Halliday Financial uses its relationship with Pershing, LLC to bring the highest level of technology and stability to its clients. Pershing, LLC has been a leading global provider of financial business solutions for over 70 years and serves many of the world’s most respected financial organizations. Pershing has approximately $770.2 billion in assets held in custody.

The Fixed Income desk at Halliday Financial is dedicated to providing the highest quality products and advice. We seek to meet the needs of our individual and institutional clients through a broad array of services and strategies.

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

Our mission is to identify and partner with exceptional local entrepreneurs, management teams, and leading technology investors to build industry leaders. We are ready to provide you with operational support, strategic advice, capital, and our extensive network of contacts. Our goal is to align our firm with your success.

Based on this discovery process, Halliday Financial Wealth Management will develop a suitable wealth management plan. Applying the broad services Halliday Financial provides to its clients, we implement the plan while focusing on strategic and tactical asset allocation and provide a range of investment solutions that includes cash management, fixed income, equities and alternative investments. Our wealth management plans also address estate planning, tax planning and risk management.

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