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J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.

Halliday Financial Group is an independent financial planning firm located in Glen Head, NY. They cater to the financial needs of individuals, families, businesses, and not-for-profit organizations by offering a range of services including wealth management, digital advice, financial services, insurance planning, and trust services. Since 1982, Halliday Financial has been dedicated to providing creative strategies tailored to their clients' diverse financial objectives. As an independent firm, they offer access to a robust platform of investments without the constraints of a larger bank, insurance company, or wire-house. Their financial advisors pride themselves on serving a wide range of clients, from college educators and business owners to retirees and wealthy families. Halliday Financial values their partnership with the City University of New York (CUNY) and has provided dedicated and comprehensive financial advice for over three decades. They continue to offer retirement services, campus advisors, and workshops to support the financial well-being of the CUNY community. Generated from the website content