Broker Dealer Services

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Broker Dealer Cambridge Investment Research

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.

FREE PHONE CONSULTATION  – Reach out to Tim Hayes by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult

Broker-Dealer Services

I help both individuals and businesses reach their goals. With no proprietary product requirements or quotas, you benefit from objective advice.

  • Wealth Management, Financial Planning & Retirement Planning advice for your brokerage accounts, Rollover IRA’s, 401(k)s, 403(b), annuities, 529 plans, etc. I can also help you with your life and disability insurance.
  • Advise companies on their 401(k) plans, SEPs, SIMPLE, 403(b), ESOP, and Define Benefit Plans. Help with group life and disability.
  • Help executives and partners design their deferred compensation plans, key employee insurance, and buy-sell agreement review.

2017 Five Star Wealth Manager

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.

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