Client Testimonials: Tim Hayes, Experienced MA Advisor

Decades of Trust from Teachers, State Workers, and Public Employees Across Massachusetts

Google Review ★★★★★
"

He Had My Best Interest in Mind

Tim was beyond friendly, easy to talk to, and super helpful. I could tell he had my best interest, rather than trying to make a quick buck off me. So happy I found Tim!

Ashlee Cabral
Prospect · Via Google Business Profile
Tax-Sheltered Annuity
"

He Answers His Phone

Over the past 30 years I have had three different account managers watching over my tax sheltered annuities. I can say without reservation that Tim has been the best communicator of them all. He made my transition to securing my required allotments annually very easy because he answers his phone. He has taken the worry out of it for me.

Dennis C Bentley
Client
Massachusetts Educator
"

Close to Forty Years

Tim Hayes has been my financial advisor for close to forty years. He is sincere and direct in his approach to supporting his clients. I highly recommend Tim to anyone seeking a financial advisor who is skilled, client-centered, and practices with integrity.

Julia Concannon
Client · Retired Teacher
Massachusetts Educator
"

During the Market Decline He Acted

I have been working with Tim Hayes for several years. Tim has excellent communication skills, knowledge, integrity and experience. He has the client's best interest at heart and shares pertinent information in a timely manner. To wit, during the recent market decline Tim implemented alterations and amendments that positively affected my account. Tim's approachability and willingness to touch base through written and oral narratives contribute to my continuation of his service.

Deidre McDonald
Client · Retired Teacher
Long-Term Partnership
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A+ in All Our Interactions

I have been served for over 20 years and plan to continue working with Tim. Tim is an intelligent, well-educated, and kind man. Tim has always been available by visit or by phone. He explains what is going on financially and makes every effort to explain and discuss our relationship. It is my pleasure to rate Tim as A+ in all our interactions.

Barbara Davis
Client
Higher Education
"

I Immediately Felt I Was in Good Hands

I was fortunate to get a recommendation for Tim Hayes from a colleague many years ago, and I have benefitted greatly from our partnership. At our first meeting, I immediately felt that I was in good hands. Tim is a wonderful listener, and he asked great questions that allowed me to focus my long-term financial goals. Both his knowledge and his thoroughness are refreshingly impressive.

Phyllis Gleason
Client · Retired College Administrator
Google Review ★★★★★
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Kept Our Portfolio from Heavy Losses

Tim has consistently kept our portfolio from taking any heavy losses despite turmoil. He is always available and has reached out when he felt changes needed to be made to keep us in the positive. This is what you want for your advisor. He is amazing!

Alene Lawrence
Client · Via Google Business Profile
Massachusetts Educator
"

30 Years, Always Available

I have been working with Tim for over 30 years. At all times Tim has made himself available to answer any of my questions or concerns. His explanations on market trends have always been thorough and helpful.

Kathy Rodger
Client · Retired Teacher
Massachusetts Educator
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28 Years of Trust and Honesty

Having worked with Tim Hayes for 28 years, I can attest that he is an outstanding Financial Advisor who has provided me with great financial guidance and support throughout the years. He is always available to answer questions and concerns and has built a relationship based on trust and honesty.

Wanda Carrasquillo
Client · Retired Teacher
Massachusetts Educator
"

Someone You Can Count On

I have known Tim for over 30+ years and he has always guided me in making good decisions. Tim is extremely knowledgeable about how the world works and how the market is affected by decisions made by elections, and the volatility of the world in general. He is always looking out for your best interest!

Andrea Knight
Client · Retired Teacher
Fiduciary Advisory
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A Financial Advisor You Can Trust

I've had Tim as a financial advisor for many years. He's always provided effective advice and has made himself available whenever I've requested. I highly recommend Tim to anyone looking for a financial advisor you can trust.

Meriane Daphnis
Client
Retirement Planning
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Our Honor to Entrust Our Retirement to Him

Tim Hayes has been our financial advisor for many years and we have found our dealings and communications with him to be both helpful and informative. Tim is personable, attentive, knowledgeable, articulate, and proactive. It has been our honor to entrust our retirement investments to him.

Roger and Kathleen Tuveson
Clients
Massachusetts Educator
"

Teacher & Client for 18 Years

My name is Maria J., I work as a teacher and Tim has been my financial advisor for roughly 18 years. He has been good with my money, giving me advice and explaining clearly what I should expect when I invest my money. He can guide you and he acts upon your level of comfort. Some years I made money, some years I didn't, but this is a long journey that will pay off at the end.

Maria J
Client · Teacher
Multi-Generational
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Three Generations

Tim has been our financial advisor for many years. He knows our family and has aligned his expertise with our goals. He has our best interest in mind and goes above and beyond in strategizing our portfolio in this ever changing landscape. We entrust him with three generations in our family.

Bryk Family
Clients
Family Recommendation
"

I Trust Him So Much I Recommended My Sister

I have worked with Tim Hayes most of my adult life (I am a senior citizen). I trust him so much that I have recommended him to my sister. You can't go wrong with Tim.

Linda Wiegenfeld
Client
Retirement Withdrawals
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Always in My Best Interest

I have been very satisfied with Tim as a financial advisor. He is personable and a pleasure to work with, is knowledgeable about investments, and his recommendations seem to be very much in my best interest. He's always made himself available if I have questions. He also expedites any requests I have for withdrawal from my account.

Cindy Primett
Client
Client Focus
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Treats Every Client With Respect

I have been a client of Tim Hayes for several years. Although I don't have a large portfolio, Tim has still treated me with caring, professionalism and respect to optimize my success with my account. He sends regular updates regarding market changes and recommendations.

Judy Carter
Client
Market Volatility
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Reassurance and Calm When Needed

Tim Hayes has been a great financial partner for our family. He has been timely and his follow through always reliable. He has given us solid advice, has helped us to make good choices, and has been a source of reassurance and calm when needed.

Brodsky Family
Clients
Google Review ★★★★★
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We Feel Secure and Safe

Tim Hayes has always kept us well informed and we feel secure and safe re: his recommendations. We strongly recommend Tim as a Financial Advisor.

Kathleen Tuveson
Client · Via Google Business Profile
Google Review ★★★★★
"

Over 30 Years, Can't Speak Highly Enough

Tim Hayes is an amazing person and outstanding financial advisor. I have been with Tim for over 30 years and can't speak highly enough of him!

Ellen Comiskey
Client · Via Google Business Profile
Family · Retirement Planning
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Helped Me Plan Successfully for Retirement

Tim has been my financial advisor for many years. Tim is ethical, honest, thorough, detailed, thoughtful, knowledgeable, very helpful, and, last but not least, kind. He stays abreast of changing policies, laws, and communicates them to me as applicable. Tim helped me to plan successfully for my retirement, and I am forever thankful to him. Additional disclosure: Cindy is Tim's stepmom.

Cynthia Hayes
Client
Account Reporting
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Forthcoming, Proactive, Dedicated

Tim has served as my financial advisor for many years. He is experienced, knowledgeable, competent, flexible and proactive. Tim sends to me, via email and on a regular basis, secure and thoroughly organized 'Client Reports' of my 'Combined Account Portfolio.' If I have trouble understanding any part of my Portfolio, he is always available to explain.

Pat Barbour
Client
Testimonial Disclosure: Testimonials are based on individual client experiences and may not represent the experiences of all clients. They are not a guarantee of future performance. Each client's situation is unique. No compensation has been provided for these testimonials. Google reviews are unsolicited third-party reviews.

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