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What We Do

We provide complete financial and estate planning for individual businesses and foundations. These services include key executive and employee benefits, investments, health and life insurance, and business continuation. Our wealth management tool is continuously updated to remain cutting edge.

Established in 1979 as part of the Stewart Agency, Halligan Financial Partners has grown to be one of the top planning firms in the region. Taking an in depth hands on approach; we determine where the client has been, where they are now, and where they want to be. Then, along with their advisors, we provide a detailed, comprehensive strategy to get there. We pride ourselves on providing excellence beyond what is expected.


A Letter From Rob