Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Massachusetts > Winchester > Cynthia R. Haddad, CFP®
Find the Certified Financial Planner™
Who's right for you.

Cynthia R. Haddad, CFP®

Shepherd Financial Partners

1004 Main St
Winchester, MA 01890
Phone: (781) 756-1804

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Financial Planning fees based upon complexity of the case. Flat fee or hourly.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.