Healy Financial is an independent financial services practice that focuses on providing a holistic and personalized financial planning experience. The firm guides clients through major financial decisions related to retirement planning, investment management, insurance, and wealth preservation. Their stated approach is to listen to client goals, educate them on their options, provide advice, and help implement the chosen strategies. According to their website's disclosure, securities and investment advisory services are offered through their affiliation with Royal Alliance Associates, Inc., a registered broker-dealer and investment adviser.

Founded in

United States