Financial Advisor Westport and
the South Coast

Financial Advisor Tim Hayes Boston, MA | An Independent Consultant

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

 

Book an Appointment Phone or In-Person

July 2019
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  • 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.

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.

403b TSA Planning for Teachers and Administrators in Dartmouth and South Coast

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)

“PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.”

Helpful Guidance, No Pushy Sales Pitch.

For a free, independent, and objective consultation, contact me today.

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