Haddad Financial Services


Financial & Investment ServicesInsurance Brokers & Financial Services

About Us

Haddad Financial Services listens to your concerns and goals to counsel and guide you toward the right financial path. We add value by providing objective, comprehensive financial advice and the highest level of personal service.

Our clients receive concierge service. You will experience thoughtful attention and measured outcomes. Each one of our advisors and staff pride themselves on integrity and are passionate about serving as your family CFO–helping you pursue your goals.

We will provide regular updates to you regarding your investments and planning and invite you to do the same. Regularly-scheduled reviews and check-ins are an important component of your financial well-being. Expect us to be honest and transparent as we help you pursue your goals and face new challenges. We will give you the confidence that you deserve in knowing that your financial future is being closely and actively managed by experienced professionals serving you. Additionally, clients receive opportunities to attend financial and investment educational events.

In partnering with you to pursue your goals, we customize our communication style and frequency based on your preferences. You will hear from us and we want to hear from you! In actively managing your financial plan, we will help navigate an always changing world economy, ensuring our research team and your allocation are in synchrony. Expect our communication to be: