Haddad Financial, LLC

Haddad Financial, LLC Investments & Insurance Considering your needs, goals, and risk tolerance, we will work with you to accomplish your goals.

Haddad Financial provides innovative, cutting-edge products and services to help you grow, protect, and conserve your wealth through every stage of life. 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. Pl

ease 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.

1700 West Park Drive Suite 250
Westborough, MA 01581
(508) 616-4908

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/13/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

More kids than ever are learning about money. But where they're getting their information is crucial.
08/12/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/11/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/10/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/09/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/08/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. ...
08/07/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
08/07/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncerta...
08/06/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Address

1700 West Park Drive Suite 250
Westborough, MA
01581

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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