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.
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.
Services
Our experienced professionals offer objective strategies, advice and services as part of the financial planning process as we help you pursue your goals. Company level retirement plans, including 401(k) plans, SEP IRAs, SIMPLE IRAs, 403(b), profit-sharing, defined benefit, cash-balance, money purchase and other firm level plans.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
Worksite Financial Solutions is a guidance-based, beginning-to-end retirement solution designed to help your employees create confidence in their financial life. It includes comprehensive engagement, education, and transition services that help simplify retirement planning, as well as on-going support from the Retirement Results Team-a powerful combination that can help employees pursue their retirement goals.
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