Investment Adviser and Broker-Dealer Services

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

Financial Advisor 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.

More About Tim and Cambridge

Timothy P. Hayes, Earns Accredited Investment Fiduciary Designation from the Center of Fiduciary Studies

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated Mar 10, 2019

The AIF designation specifies special knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the cumulation of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics.

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Certified Mutual Fund Specialist Program Institute of Business & Finance

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated Mar 10, 2019

San Diego, CA, September 3, 2013 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred upon candidates who complete an 135+ hour educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory. Over $12 trillion is invested in mutual funds in the United States; half of all households own shares in at least one mutual fund.

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About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

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