Your Vision, Our Expertise




Haddad Financial provides innovative, cutting-edge products and services to help you grow, protect, and conserve your wealth through every stage of life. Considering your needs, goals, and risk tolerance, we will work with you to accomplish your goals.




Our Expertise






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Disability Insurance
analytics
Tax Reduction Strategies
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Retirement Planning
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Child Gifting/ College Saving
compliance
Life Insurance
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Asset Allocation Strategies
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Accumulation Planning
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Risk Assessment
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Coordination with Other Professionals
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Estate Planning
info
Insurance Planning
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Business Exit Strategy
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Employee Benefits
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Charitable Contributions

Some of our Clients






businesspeople shaking hands in an office
Successful Professionals
retired couple sitting on the beach with their dog
Approaching Retirement
young family feeding toddler
Special Needs Planning
Two businesspeople using a laptop together at work
Business Owners

Client Login






NYL Online Account


NYLIFE Securities


MainStay Mutual Funds


eMoney


Locations






Headquarters

Haddad Financial, LLC

1700 West Park Drive
Westborough MA 01581

(978) 228-5266

Headquarters Photo

Additional Meeting Location

201 Jones Rd
Waltham, MA 02451

Waltham Office