About Us
The Firm
Founded in 1982 by a professor who was disappointed in the investment options of his employers' retirement plan, Halliday Financial has become an all encompassing financial services firm. We strive to help our clients navigate every major financial obstacle so they can make smart decisions with their money and achieve their goals. At Halliday Financial, we are committed to providing expert guidance and personalized solutions for your financial success. We offer personalized financial planning and comprehensive reviews to ensure your financial well-being. From budgeting and investment management to retirement planning and Medicare plan enrollment, we are here to guide you every step of the way. Being independent means we aren't looking to sell you our own products, we will seek out the best solutions to fit your individual needs. Our team offers personalized planning tailored to secure your future.
The Advisor
Jessica began her career in 2017 with an internship at an insurance company and quickly learned how the constraints one company can hinder a client's overall financial wellness. She knew looking for an independent firm was the only way to go. She joined Halliday Financial in 2019, after graduating Magna Cum Laude from the University at Albany with a bachelor's in Finance and Entrepreneurship. Since then she has expanded her capabilities beyond insurance into financial planning, investment management, employer retirement plans and Medicare plan enrollment.
Helping clients understand how small everyday decisions can affect their long-term financial standing is key to her success with clients. She works with everyone from recent college graduates just starting out, to soon to be retirees planning for their golden years. By taking a holistic approach and digging deep to learn what is most important to clients, she is able create a plan clients can feel comfortable and confident with.
She currently still lives in Knox with her husband, cats and three horses. In her free time, she enjoys anything outside including gardening, hiking, swimming, and spending time on the lake.