Financial Advisor Dartmouth and
the South Coast
Financial Advisor Tim Hayes Boston, MA | An Independent Consultant
Tim and Haven at Cherry & Webb Beach, Westport, MA
- 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 Magazine for 3 years.
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.
Helpful Guidance, No Pushy Sales Pitch.
For a free, independent, and unbiased consultation, contact me today.