Do what's right for the client, always!
At Halo Financial, our mission is to provide exceptional financial guidance and solutions to individuals, families, and businesses. We believe that financial freedom and security should be within reach of everyone, and we're dedicated to helping our clients achieve their financial goals.
Our Story
Halo Financial was founded in 2013 with a simple yet powerful mission: "Do what's right for the client, always!" We're proud to be a trusted advisor in the financial industry, committed to delivering customized solutions that meet the unique needs of our clients. Our team is comprised of experienced and knowledgeable professionals who are passionate about helping others achieve financial independence.
Our Services
At Halo Financial, we offer a wide range of services designed to help our clients achieve their financial goals. Whether you're looking to invest in your children's education, plan for retirement, or protect your family's financial well-being, we're here to guide you every step of the way.
Investment Planning
Our investment planning services are designed to help you achieve your long-term financial goals. We work closely with our clients to understand their financial objectives, risk tolerance, and investment preferences, and then develop a personalized investment strategy that aligns with their goals. Whether you're looking to grow your wealth, protect your assets, or ensure a secure financial future, we're here to help.
Life Insurance Solutions
We understand the importance of having a comprehensive insurance plan in place to protect your loved ones and secure your financial future. Our life insurance solutions are designed to provide peace of mind and financial security, whether you're looking to protect your family, plan for retirement, or ensure your business continues to thrive in the event of your passing.
Education and Training
At Halo Financial, we're committed to ongoing education and training, ensuring that our advisors are always up-to-date on the latest industry developments and best practices. We believe that ongoing education is essential to providing the highest level of service to our clients, and we're dedicated to staying ahead of the curve in the ever-changing financial landscape.
Our Values
At Halo Financial, we're guided by a set of core values that drive everything we do:
- Integrity: We believe in doing what's right, always.
- Professionalism: We strive for excellence in everything we do.
- Passion: We're passionate about helping others achieve financial freedom.
- Service: We're committed to delivering exceptional service to our clients.
Get in Touch
If you're looking for a trusted financial advisor who can help you achieve your financial goals, we're here to guide you. Contact us today to learn more about our services, and let us help you build a brighter financial future.
Overall Experience
The reviewers had an overwhelmingly positive experience with Halo Financial, praising the company's financial advisors, services, and products.
Financial Advisors
The reviewers praised the financial advisors at Halo Financial, specifically mentioning Fiori, Barbara Carvalho, and Teresa Pagliuso, for their expertise, professionalism, and dedication to helping clients achieve their financial goals.
Services and Products
The reviewers were impressed with the range of services and products offered by Halo Financial, including insurance policies and investments. They appreciated the clear explanations of complex financial concepts and the lack of pressure to make decisions.
Impact on Financial Goals
Many reviewers credited Halo Financial with helping them achieve their financial goals, including retirement planning and saving money.
Unique Strengths
The reviewers highlighted the unique strengths of Halo Financial, including its commitment to educating families, helping them achieve their goals, and providing a positive influence on their clients' financial lives.
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