Customized investment strategies
Halleran Financial Group was founded in 2007 with the goal of providing customized personal planning and investment management services to individual and institutional investors in western New York and across the country. Halleran Financial Group’s ability to provide you with access to a broad range of services rests upon the multidisciplinary experience of our staff. We offer professional and personal service and our dedicated team has earned a reputation for excellence in the industry. Our personalized and attentive client-service model is the foundation on which we’ve grown over the years.
Messages From Yale
The 2014 LPL Financial Advisory Leaders Forum took place at the Yale School of Management this year on June 23-25. This event is an invitation-only conference that takes place once a year at an esteemed business school.