Client Testimonials
Barbara Davis
"I have been served for over 20 years and plan to continue working with Tim. Tim is an intelligent, well-educated, and kind man. Tim has always been available by visit or by phone. He explains what is going on financially and makes every effort to Explain and discuss our relationship. It is my pleasure to rate Tim as A+ in all our interactions. I am very pleased with the man, and how he serves his clients as to financial advising."
Tim Hayes has been my financial advisor for close to forty years. He is sincere and direct in his approach to supporting his clients.. I highly recommend Tim to anyone seeking a financial advisor who is skilled, client-centered, and practices with integrity. "
Julia Concannon
Phyllis Gleason
"I was fortunate to get a recommendation for Tim Hayes from a colleague many years ago, and I have benefitted greatly from our partnership. At our first meeting, I immediately felt that I was in good hands. Tim is a wonderful listener, and he asked great questions that allowed me to focus my long-term financial goals. He has always been very responsive to any questions I have had and keeps me informed about the impact the vagaries of the investment world have on my portfolio while, at the same time, giving me advise on our next steps. I would highly recommend Tim to anyone needing investment services. Both his knowledge and his thoroughness are refreshingly impressive."
"Tim Hayes has been my Financial Advisor for a number of years. He has always been patient with my questions and explains everything in understandable terms. It is a pleasure to have him as my Financial Advisor, and I look forward to many productive years ahead."
Penny Demers
Cynthia Hayes
"Tim has been my financial advisor for many years. Tim is ethical, honest, thorough, detailed, thoughtful, knowledgeable, very helpful, and, last but not least, kind. He stays abreast of changing policies, laws, etc., and communicates them to me as applicable. Tim helped me to plan successfully for my retirement, and I am forever thankful to him. I highly recommend Tim if you need a financial advisor with his attributes.." Additional disclosure Cindy is Tim's stepmom.
"Over the past 30 years I have had three different account mangers watching over my tax sheltered annuities. I can say without reservation that Tim has been the best communicator of them all. He made my transition to securing my required allotments annually very easy because he “answers his phone”. He has taken the worry out of its for me."
Dennis C. Bentley
Wanda Carrasquillo
"Having worked with Tim Hayes for 28 years, I can attest that he is an outstanding financial advisor who has provided me with great financial guidance and support throughout the years. He is always available to answer questions and concerns and has built a relationship based on trust and honesty. Tim is a reliable, committed and trustworthy financial advisor with vast knowledge and experience."
"Tim Hayes has been a great financial partner for our family! He has been timely and his follow through always reliable! He has given us solid advice, has helped us to make good choices, and has been a source of reassurance and calm when we have needed! We highly recommend Tim!"
The Brodsky Family
Deidre McDonald
"I have been working with Tim Hayes for several years. Tim has excellent communication skills, knowledge, integrity and experience. He has the client's best interest at heart and shares pertinent information in a timely manner. To wit, during the recent market decline Tim implemented alterations and amendments that positively effected my account. Tim's approachability and willingness to touch base through written and oral narratives contribute to my continuation of his service."
"I've had Tim as a financial advisor for many years. He's always provided effective advice and has made himself available whenever I've requested. I highly recommend Tim to anyone looking for a financial advisor you can trust."
Meriane Daphnis
Mary Walsh
"As a person whose only association with finance is balancing my checkbook once a month, I am incredibly fortunate to have Tim Hayes as my financial advisor. With the economy in the fluctuating state it has been in recently, if ever I have a question or am just feeling uneasy concerning my investments ,he responds very quickly and what I appreciate most about Tim is that he never ever talks down to me or makes me feel my question is unimportant I would whole heartedly recommend Tim Hayes."
"I have been very satisfied with Tim as a Financial Advisor. He is personable and pleasure to work with, is knowledgeable about investments, and his recommendations seem to be very much in my best interest. He’s always made himself available if I have questions. He also expedites any requests I have for withdrawal from my account."
Cindy Primett
Maria J
'My name is Maria J., I work as a teacher and Tim has been my financial advisor for roughly 18 years. He has been good with my money, giving me advise and explaining clearly what I should expect when I invest my money. He is to the point, always asking you how comfortable you feel investing your money; are you more of a risky investor or more traditional investor? He can guide you and he acts upon your level of comfort. Some years I made money, some years I didn't, but this is a long journey that will pay off at the end.'
Tim Hayes has served as my financial investment advisor for many years. He is experienced, knowledgeable, competent, flexible and proactive. Tim sends to me, via email and on a regular basis, secure and thoroughly organized “Client Reports” of my “Combined Account Portfolio”. If I have trouble understanding any part of my Portfolio or have questions regarding it, he is always available to explain what I don't understand and answer my questions. Tim is forthcoming with his emails advising me on any changes to my holdings that could be more beneficial to me, given the particular state of the financial market at the time. Because of his experience and knowledge, he can be and is proactive with his advice. He allows for a flexible schedule and has met with me in person during times when needed. Over the many years of working in my career and setting up savings funds for the future, saving funds for my grandchildren, retiring from my career and setting up appropriate savings vehicles, Tim has always been there to advise and help. I believe Tim is dedicated to doing what's best for his clients and their financial investment needs and goals."
Pat Barbour
Kathy Rodger
"I have been working with Tim for over 30 years. At all times Tim has made himself available to answer any of my questions or concerns. His explanations on Market trends have always been thorough and helpful. "
These testimonials are based upon an individual client experience and may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance of success.
