508-277-5847 [email protected]

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Financial Advisor Braintree

Services for Individuals, Couples, and Companies

 

Contact About

For the time being a phone, Zoom, Skype, or email is replacing in-person meetings

 

​30+ Years of Experience

I provide independent financial advice to individuals, couples, families, and groups. I have also partnered with an excellent investment adviser and broker-dealer.I am always striving to learn more about, and adapt my knowledge to the new financial “normal” as it is continually redefined.

Investing In an Overpriced Stock Market

FREE PHONE CONSULTATION  – Reach out to me by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult

 

Degree in Finance

I graduated from the University of South Florida with a degree in finance.

 

Named 5-Star Wealth Manager 6 Years in a Row

Five Star Professional partnered with Boston Magazine to recognize a select group of financial advisors who provide quality services to their clients.

 

Boston and Dartmouth

Financial Advisor Dartmouth & WestportTogether with Ally, we split our time between our home in Boston’s South End and South Dartmouth, Massachusetts. For the past five years, I’ve had a home and office in Dartmouth. During three of those years, I wrote the investment column for SOCO Magazine. I have clients living or working in Dartmouth and the surrounding cities and towns.

 

Do We 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, skype, Zoom, and email replacing in-person meetings)

It Is Not Your Fault You Retired When the Stock Market is High and Interest Rates are Low

Subsequent meetings where we monitor your progress and investments can be done in-person, by phone, email, Zoom, or skype or, more likely, a combination of these meeting types.

 

Whom Am I Affiliated With?

I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., an RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 independent registered representatives nationwide.

 

How Much Do You 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.

Financial Advisor Braintree Public Schools 403b Plan

 

If you're concerned about your financial future, lets talk