HALLERAN FINANCIAL GROUP

Halleran Financial Group integrates personalized financial consulting and planning services to provide clients with a consolidated plan, matched with comprehensive asset allocation and portfolio strategies. By taking the time to understand and appreciate our clients' unique goals, our team of professionals design a customized strategy... Halleran Financial Group believes that an advisor should have experience in every aspect of the planning and investment management process. While using technology to remove areas of inefficiency for the client and ourselves, we remain involved, responsive and directly accountable to our clients... As I have watched this model proliferate among a majority of firms in the industry, I have asked: If the advisor is not doing the work the investor expects of them, what exactly is their role and what is it that they are being paid to do? I can attest to this change in the marketplace first hand as I have been advised on multiple occasions to make this..

Primary location: Fairport United States