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Expert guidance and comprehensive financial services for Local 294 members since 2022



Serving Local 294 with expertise since 2022

Halliday Financial's Clifton Park office has been providing the Local 294 membership since 2022 full service, independent financial planning and investment advisory services. Since that time we have developed an expertise in both the benefits and the compensation packages unique to the Local 294 members.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

                

Contact us HERE

OR

Reach out directly

     

Frank Finch

Phone: (917) 979-4424

Email: ffinch@hallidayfinancial.com

Jessica Preville

Phone: (917) 979-4560

Email: jpreville@hallidayfinancial.com

Personalized Approach
  • Your goals come first
  • A plan built for you and your family
  • Regular reviews to keep you on track
Comprehencesive Guidance
  • Support through every stage
  • Solutions designed to simplify your finances
  • Planning for today and tomorrow
Your Dedicated Advisor
  • A trusted point of contact
  • Answers when you need them
  • Guidance tailored to your needs

Request Your Pension Estimate

Essential for your financial planning process

     

Local 294 members that are covered by a pension can request a pension estimate while they are working. This is an important step in the financial planning process as it helps:

  • Provide members with a clear estimate of their pension benefits
  • Provides options for individual and spousal benefit
  • Make sure your years of service are correctly reported

Get started with your pension planning today

RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.

The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.

The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.

Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.

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Retire Teamsters
725 Glen Cove Ave
Glen Head, NY 11545
  917-985-9294


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