Let Us Educate Your Employees About Finance 


Show your employees you care about their financial wellness by having us provide a FREE financial seminar. We have a variety of financial workshops to choose from, most are an hour long. We'll come at a time that works best for you and speak on a topic of your choice. At the end we offer time for a question & answer session.
Contact us to learn more about how you can offer your employees this added bonus!


Seminar

Book a seminar with us today! Topics include Investment Basics, Retirement Planning, Social Security and Medicare.

Book now

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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