Financial Advisor Hopkinton
An Independent Financial Advisor With the Tools and Expertise to Help You Build Life the Way You Like It
Over the years, you’ll likely change jobs a few times. Your goals and risk tolerance will change too.
My investment ideas are only as good as their ability to keep up with you, so it all starts with getting to know you and your current investing situation. You may need your portfolio fine-tuned, or perhaps major changes are in order. Whatever the case, I’ll recommend a customized portfolio that addresses your needs and goals. And, as your financial advisor, I’ll commit to reviewing your portfolio at least once a year.
Whether you’re changing jobs, shifting gears into retirement, or already participating in an 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.
Don’t Know What Kind of Investment to Make?
Every smart investment decision starts with listening to my clients and asking them the right questions, including:
- What do you want out of life?
- What are you working for?
- What are your short-term and long-term financial goals?
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities, which I use to build custom portfolios, trusts, and retirement plans for people and organizations.
Roots in Metrowest
My OSJ (Office of Supervisory Jurisdiction), The Professional Alliance, is located in Milford, MA. They handle my regulatory supervision for my broker-dealer Cambridge Investment Research and investment adviser Cambridge Investment Research, Advisors, Inc.
Whom Am I Affiliated With?
I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc. (a $44B RIA based in Fairfield, IA) and a registered representative with Cambridge Investment Research, Inc. (a broker-dealer with over 3,000 registered representatives nationwide).
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More About Tim
I will provide expert and highly personalized financial planning, retirement planning, and wealth management from my Dartmouth office, when you need an independent financial advisor in Massachusetts (Weston, Dover, Brookline, Norwood, Winchester, Martha’s Vineyard or Rhode Island Providence and Newport.)