South Coast Financial Planning

Financial Advisor Tim Hayes Boston and S. Dartmouth MA | An Independent Consultant

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

I am registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I’ve held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.

  • 25+ 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.

Financial Planning Dartmouth, MA

I wrote the investment column for SOCO Magazine for 3 years.

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.

Flexible Payment Options

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.

Boston Office

39 Braddock Park #5
Boston, MA 02116

 

Boston Office

Dartmouth Office

126 Horseneck Road
S. Dartmouth, MA 02748

 

Dartmouth Office

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

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