There is no charge for the initial consultation, and it can be at your home, office, or favorite coffee shop.
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For more information, go to www.fivestarprofessional.com.
- 26+ years of experience
- Licensed in MA, RI, NH, & ME
- Offices in S. Dartmouth and Boston
- Finance degree from the University of South Florida
- Securities Licenses Series 7, 66, 6, 63
- Flexible Payment Options
Eastern Massachusetts including Boston and surrounding cities. So when you need an independent financial advisor in Massachusetts – Salem or the North Shore, Hingham or another town on the South Shore, MetroWest including Framingham, or the Southcoast and Rhode Island from my Dartmouth, MA office.
Independent, But Not Alone
Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I have held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.
News & Press Releases
In a perfect world, the government would allow borrowers to refinance their public and private student loans into one loan at a low rate while they continue to receive government protections and forgiveness programs. Until then, borrow wisely, and refinance cautiously.Read More
Investment Advisor magazine has announced Cambridge as ‘2016 Broker-Dealer of the Year in Division IV1’ – the division representing independent broker-dealers with more than 1,000 producing rep-advisors.Read More
Tim provides wealth management, financial planning, and retirement planning solutions to individuals and employers in MA, NH, ME, and RI. He also writes the monthly investing column for New England Monthly and SOCO Magazine. December’s article is a must read for anyone with a retirement account.Read More
Independent Financial Advisor Blog
If your bank account dropped from $100,000 to $80,000, would you be inclined to spend more, or less? Would it matter if the drop happened all at once, or over 16 months? This is the predicament in which Federal Reserve Chairman front-runner candidate Jerome Powell finds himself.Read More
Proponents hail the bitcoin as the world’s first virtual currency, forgetting or unaware that 97% of today’s money is virtual. Transacted without the use of physical cash, it is instead processed with bank money consisting of computer digits.Read More
With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.Read More
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