Financial Advisor Boston & Greater Boston
Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®
Roots in Boston
Tim and Ally live in the South End of Boston.
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 New England Monthly 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.
Greater Boston Towns and Cities
Wellesley, Belmont, Braintree, Brookline, Cambridge, Chelsea, Everett, Milton, Newton, Quincy, Waltham, Weston, Winchester, Arlington, Bedford, Burlington, Canton, Dedham, Lexington, Lynnfield, Malden, Medford, Melrose, Natick, Needham, Norwood, Reading, Sharon, Somerville, Stoneham, Walpole
More About Tim
Expert and highly personalized financial planning, retirement planning, and independent investment solutions for individuals, couples, and businesses in Eastern Massachusetts, including Boston and surrounding cities. So when you need an independent financial advisor in Massachusetts - Salem or the North Shore, Hingham, or another town on the South Shore, Andover and the Merrimack Valley, MetroWest including Foxboro, or the Southcoast, Martha's Vineyard, Nantucket, and Newport, Rhode Island in my Dartmouth office.
There is no charge for the initial consultation, and it can be at your home, office, or favorite coffee shop.