Haddad Financial, LLC Information

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. Daniel Haddad offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact him to help you fully analyze your needs and recommend appropriate solutions. Daniel Haddad is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, he is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither Haddad Financial, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Haddad Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Daniel Haddad is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 201 Jones Road, 5th Floor Waltham, MA 02451 (781)314-5952