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.

Individual Client Services
Retirement planning? Saving for college costs? Whatever your needs or goals, we can help you address them.
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Institutional Client Services
Setting up a retirement plan for your company? Questions about fiduciary practices?
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