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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

About Us

Robert M. Halligan, ChFC


(610) 771-1058

Rob entered the financial planning arena in 1979 as an advisor with the Stewart Agency and Penn Mutual. His practice and reputation has continually expanded. He has maintained client relationships that were established over 35 years ago. Referrals from those clients has fueled his growth.

The industry has recognized his efforts with awards of American Funds All American Team, Alliance Elite Advisor, Agency Life Leader, ML Stewart Planner of the Year and the Royal Blue Hall of Fame.

In addition to serving his clients, Rob has served on the board of CCSA of Philadelphia, volunteered with Philabundance, as well as volunteer coached for a local swim team.