# Halleran Financial Group

Halleran Financial Group is a Bank / Wealth / Trust based in Fairport, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairport, United States
- **Region:** North America
- **Address:** Fairport, NY, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed — below $250M (Altss estimate)
- **Website:** halleranfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/halleran-financial-group

## Regulatory record

- **Reports private funds:** No

## About

Halleran Financial Group opened in 2007 under founder Daniel Halleran, an advisor who structured the practice around retirement-income planning and tax-sensitive wealth management for households in New York's Finger Lakes region. The firm's stated lines of business span asset management, retirement-income planning, tax planning, estate planning, and insurance planning. The geographic footprint remains concentrated in Fairport and the greater Rochester, New York, metropolitan area, with no evidence of satellite offices or national reach. Team size and total assets under management are not publicly disclosed. No adjacent foundation, operating company, or co-investor club has been identified through verifiable public records. September 2024: The firm maintained its FINRA-registered entity status, with Daniel Halleran listed as the registered principal (per FINRA BrokerCheck, 2024). The firm's structural signature is its embeddedness in a specific regional market. Rather than competing on institutional scale or alternative-investment access, Halleran Financial Group operates as a close-proximity, high-touch advice practice where insurance licensing and tax expertise converge. This model creates stickiness through dependency on the advisor's local knowledge and multi-decade client relationships, but limits the addressable market to households near the Fairport office.

## Sectors

- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning

## People

- Daniel Halleran — Founder & President
- James Halleran — Vice President

## Related profiles

- [Halisol](https://altss.com/profile/halisol)
- [HALLESCHE Health Insurance](https://altss.com/profile/hallesche-health-insurance)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/halleran-financial-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology