When to Meet With Financial Advisor Tim Hayes: In-Person, Zoom, or Phone?
Tim Hayes
Securities Licensed in MA, RI, NH, NY, NJ, CT, ME, & FL
I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser (RIA) based in Fairfield, IA. I am also registered with Cambridge Investment Research, Inc., an independent broker-dealer with over 3,000 registered representatives nationwide.
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.
I’ve held an industry securities registration for 30+ years and am subject to SEC and FINRA oversight.
Looking for a financial advisor? Meet Tim Hayes, Securities Licensed in multiple states with 30+ years of experience. Book an introductory appointment today!
Book an Appointment
The first introductory and fact-finding appointment can be in-person, zoom, or by phone. The next meeting where I provide my recommendations should be in-person. (For the time being, telephone and email are replacing some in-person meetings.)
Subsequent meetings during which we monitor your progress and investments can be done in-person or by phone, email, Zoom, or Skype—or, more likely, a combination of these meeting types.
Where I Work
A – Boston Financial Advisor Near Me
M – Boston & Dartmouth Financial Advisor Near Me
- Malden
- Manchester by the Sea
- Mansfield
- Marblehead – I worked at the Corinthian Yacht Club during college
- Marion
- Martha’s Vineyard
- Marshfield
- Mattapoisett
- Maynard
- Medfield
- Melrose
- Merrimac
- Methuen
- Middleborough
- Middleton
- Milton
N – Boston & Dartmouth Financial Advisor Near Me
- Nantucket
- Natick
- Needham
- New Bedford
- Newburyport
- Newton
- North Andover
- North Attleborough
- Northborough
- North Reading
- Norton
- Norwell
- Norwood
P – Boston Financial Advisor Near Me
R – Boston Financial Advisor Near Me
S – Boston Financial Advisor Near Me
- Salem- I lived in Salem after college
- Sandwich
- Saugus
- Scituate
- Sharon
- Sherborn
- Somerville
- Southborough
- Stoneham
- Stoughton
- Sudbury
- Swampscott
T – Boston Financial Advisor Near Me
W – Boston & Dartmouth Financial Advisor Near Me
“PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link, you are leaving our website and assume total responsibility for your use of the website you are linking to. We do not represent the completeness or accuracy of the information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or consequences arising from your access to or your use of third-party technologies, websites, information, and programs made available through this website.”
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
