Haddad Financial Service

At Haddad Financial Services, we understand that finding the right financial partner can be a daunting task. That's why we're committed to providing our clients with objective, comprehensive financial advice and exceptional personal service. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their financial futures.

Our Mission

Our mission is to listen to your concerns and goals, and to counsel and guide you toward the right financial path. We believe in building long-term relationships based on trust, integrity, and open communication. We're passionate about serving as your family CFO, helping you navigate the complex world of finance and investment.

Services & Strategies Offered

We offer a wide range of financial services and strategies to help our clients achieve their goals. From investment management and retirement planning to estate planning and insurance solutions, we provide tailored advice and guidance to help our clients make informed decisions about their financial lives. Our services include:

• Investment Management: We offer customized investment portfolios designed to help our clients achieve their financial goals.
• Retirement Planning: Our experienced professionals help individuals and businesses create customized retirement plans that meet their unique needs and goals.
• Estate Planning: We provide comprehensive estate planning services, including wills, trusts, and probate, to help our clients protect their assets and ensure their legacy.
• Insurance Solutions: We offer a range of insurance products, including life insurance, long-term care insurance, and disability insurance, to help our clients protect themselves and their loved ones.
• Tax Planning: Our team of professionals helps individuals and businesses minimize their tax liability and maximize their financial returns.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. With years of experience in the financial industry, our team is committed to helping individuals, families, and businesses achieve their financial goals and secure their financial futures.