Whom Am I Affiliated With?
I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $44B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., an independent broker-dealer with over 3,000 registered representatives nationwide.
My Financial Advisor Experience
I’ve held an industry securities registration for 30+ years and am subject to SEC and FINRA oversight.
My Roots in Boston
For the past ten years, I’ve been living in the South End of Boston. I have many clients living or working in Boston and the surrounding cities and towns.
FREE PHONE CONSULTATION – Reach out to me by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult
How Much Do I Charge?
Most clients pay fee-only or an hourly rate. The size and complexity of the client’s wealth management and financial and retirement planning determine that fee.
Some clients pay a commission, mainly those with smaller accounts, i.e., Roth IRAs, some public-school teachers with 403b retirement accounts or parents or grandparents setting up a 529 college savings plan.
Do We Need to Meet in Person?
The first introductory and fact-finding appointment can be in person or by phone. The next meeting where I provide my recommendations should be in person. (For the time being phone and email replacing in-person meetings)
Subsequent meetings where we monitor your progress and investments can be done in-person, by phone, email, or skype or, more likely, a combination of these meeting types.
No Cookie-Cutter Solutions
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs. I use these and other products to build custom solutions for people according to their individual needs and goals.
Financial Advisor Boston
More About Tim
Life isn’t all about money, but it is an important tool for building the life you want. Like with any tool, the best results are achieved when skilled, experienced hands are in control. I have studied the financial markets for over 30 years, and as the new financial ‘normal’ is continually redefined, I am always striving to learn more about it and adapt my knowledge to it.
The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.