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Halliday Financial Logo
Halliday Financial CB Rank
784934
Heat Score
60
Halliday Financial is a Financial Services Firm.
Founded
obfuscation
Private Clifton Park, New York, United States101-250 hallidayfinancial.com
Banking
Financial Services
Service Industry
Overview

Halliday Financial
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Halliday Financial

CB Rank
784934
Halliday Financial is a Financial Services Firm.
Founded
obfuscation
Private Clifton Park, New York, United States101-250 hallidayfinancial.com
Banking
Financial Services
Service Industry

Details

Operating Status Active
Company Type For Profit
About the Company
Halliday Financial they give services for college educators, to institutional accounts; business owners to wealthy families; retirement plans to retirees. They brings solutions to financial problems and thoughtful strategies to financial opportunities.
Phone Number (800) 786-1598
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Holistic Financial Planning
A comprehensive service integrating various financial aspects to create a long-term, adaptable financial strategy tailored to individual goals.
Retirement Planning
A service to help clients structure income sources and investment vehicles to ensure financial security during retirement.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Contacts 34
News

News and Press

News•Dec 12, 2023
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

601
249.42%
 in past month

IT Spend

$1.1MThis year, Halliday Financial is projected to spend $1.1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Blue Owl Logo
Blue Owl
100
Foreign Exchange Management Solution Logo
Foreign Exchange Management Solution
100
Android Push Notifications Logo
Android Push Notifications
95

Actively Used Products

13Halliday Financial uses 13 technology products and services including HTML5, Google Analytics, and  jQuery, according to G2 Stack.

Active Website Tech Count

6Halliday Financial is actively using 6 technologies for its website, according to BuiltWith. These include Viewport Meta, DNSSEC, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Halliday Financial's headquarters? Halliday Financial is located in Clifton Park, New York, United States.Who are Halliday Financial's competitors? Alternatives and possible competitors to Halliday Financial may include Cerity Partners, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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