Financial Advisor Foxboro and Metrowest
Financial Advisor Tim Hayes Boston and S. Dartmouth MA | An Independent Consultant
An Independent Financial Advisor With the Tools and Expertise to
Help You Build Life the Way You Like It
Whether you’re looking to change jobs, shifting gears into retirement, or already participating in a investment plan at work (401(k), 403(b), etc.), you owe it to yourself and your family to make sure you’re doing the right things at the right time.
- 26+ years of experience
- Licensed in MA, RI, NH, & ME
- Finance degree from the University of South Florida
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.
Build Portfolios for
- Rollover IRAs, Traditional IRAs, Roth IRAs
- 401(k) Plans, Profit Sharing Plans
- 403(b) Plans
- Defined Benefit Pension Plans
- Individual & Joint Accounts
- Variable Annuities
- Variable Life Insurance
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.