Overview

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.