Financial Advisor Tim Hayes
Begin the Discussion On How You Can Protect and Grow Your Assets
Wealth Management, Financial Planning, Retirement Planning
- 26+ years of experience
- Licensed in MA, RI, NH, & ME
- Finance degree from the University of South Florida
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 registered representatives nationwide.
I’ve held an industry securities registration for 25+ years and am subject to SEC and FINRA oversight.
I wrote the investment column for SOCO and New England Monthly for 3 years.
Products and Services
- Financial Planning
- 401K Rollovers
- Rollover IRAs, Traditional IRAs, Roth IRAs
- 403b Plans
- Self-Employed Retirement Plans
- Fixed and Variable Annuities
- Mutual Funds and ETFs
- Stocks and Bonds
- Life Insurance Needs Analysis
- Wealth Management
How much do you charge?
Clients have 3 payment options. Most clients pay a flat fee which is 1% or less depending on the size and complexity of your financial planning needs.
Do we need to meet in person?
The first appointment should be in person. There is no cost for this introductory and fact finding meeting. If you become a client constant contact either in person, email, or by phone is important.
Tim and Haven at Cherry & Webb Beach, Westport, MA