Financial Advisor Greater Boston
Financial Advisor Tim Hayes Boston & Dartmouth, MA | An Independent Consultant
- 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.
I wrote the investment column for New England Monthly for 3 years.
Products and Services For Individuals
- Financial Planning
- 401K Rollovers
- Rollover IRAs, Traditional IRAs, Roth IRAs
- 403b Plans for Teachers
- Self-Employed Retirement Plans
- Fixed and Variable Annuities
- Mutual Funds and ETFs
- Stocks and Bonds
- Life Insurance Needs Analysis
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.
Tim and Ally at the South End of Boston
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,
403b TSA Planning for Teachers and Administrators in Greater Boston
For 25+ plus years, I’ve set up 403(b) plans for Massachusetts public school teachers and administrators and provided them with ongoing advice on how to invest their 403(b).
Because I am an independent financial advisor and I provide flexible payment options (fee-only, hourly rate, or commission) I can work with most of the companies in your school system’s 403b plan. (Partial list of companies work with: Fidelity, American Funds, Putnam, MFS, Aspire, Security Benefit, Axa, Oppenheimer)
- Malden Public Schools
- Manchester Essex Regional School District
- Mansfield Public Schools
- Martha’s Vineyard Regional High School
- Marshfield Public Schools
- Masconomet Regional School District
- Maynard Public Schools
- Melrose Public Schools
- Methuen Public Schools
- Middleborough Public Schools
- Milton Public Schools
- Minutemen Regional
- Wakefield Public Schools
- Waltham Public Schools
- Watertown Public Schools
- Wayland Public Schools
- Wellesley Public Schools
- Westford Public Schools
- Weston Public Schools
- Westport Public Schools
- Westwood Public Schools
- Weymouth Public Schools
- Whitman-Hanson Regional School District
- Wilmington Public Schools
- Winchester Public Schools
- Woburn Public Schools
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Helpful Guidance, No Pushy Sales Pitch.
For a free, independent, and objective consultation, contact me today.