Because you deserve a clear path forward
Haddam Road specializes in providing comprehensive financial planning and portfolio management services. We help our clients navigate their financial journeys with confidence, support, and personalized guidance.
Our Services
Financial Planning
Our financial planning services are designed to provide you with a clear, actionable roadmap to achieve your financial goals. Our comprehensive approach ensures that every aspect of your financial life is considered, allowing us to tailor a plan that aligns with your unique circumstances and aspirations.
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Investments
Our portfolio management services are designed to help you navigate the complexities of investing in today's fast-paced financial world. Our smart, personalized approach ensures that your investment strategy aligns with your unique goals, risk tolerance, and financial situation.
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Tax & Consulting
At Haddam Road, we offer comprehensive Tax and Consulting Services to simplify and optimize the tax planning and preparation process for individuals, families, and businesses. Our approach focuses on providing proactive strategies, efficient execution, and ongoing adjustments to meet your unique financial needs.
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