Put Your Money in the Hands That Know Best

Tim Hayes Is an Independent Financial Advisor With the Tools and Expertise to
Help You
Build Life the Way You Like It

Services

Financial Advisor Services

Whether you are an individual, small business, or company executive, Tim will set up a portfolio attuned to your unique needs.

About

About Financial Adviser Tim Hayes

Tim is a financial advisor with the experience and knowledge you can trust to know which investment vehicles could be right for you.

Insights

Financial Advisor Insights

Tim’s affiliations might not be the biggest, but his blog addresses significant issues affecting readers, person, or corporate.

3 Payment Options

Fee-Only %

Custom wealth management, I am a fiduciary adviser.

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Hourly Rate $75 an Hour

Ideal for clients who want financial planning, retirement planning, or wealth management advice but don’t want to move their accounts.

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Commission Depends on the Product

Ideal for smaller accounts (less than $50,000) and Roth IRAs and some 403(b) plans.

Flexible Payment Options

Affiliations

  • Cambridge Investment Research
    • An Independent Broker-Dealer
  • Cambridge Investment Research Advisors, Inc
    • An SEC Registered Investment Adviser

Designations

  • Accredited Wealth Manager Advisor, or AWMA®
  • Accredited Portfolio Management Advisor℠, or APMA®
  • Accredited Investment Fiduciary, or AIF®
  • Certified Fund Specialist, or CFS®
  • Chartered Retirement Plan Specialist, or CRPS®

Securities Licenses

  • Series 66, The Uniform Combined State Law Examination
  • Series 7, General Securities Representative Exam
  • Series 6, Investment Company Products/Variable Life Contracts Representative Exam
  • Series 63, The Uniform Securities Agent State Law Examination

Tim Hayes

Financial Advisor

508-277-5847
[email protected]

Named a Five Star Wealth Manager 5 Years Running

Five Star Wealth Manager

In 2018, 2819 Boston wealth managers were nominated with only 487 projected winners.

To receive the Five Star Wealth Manager award, financial advisors must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.For more information, go to www.fivestarprofessional.com.

Recent Blog Posts

Are Interest Rates Heading Up?

Are Interest Rates Heading Up?

The Federal Reserve, a.k.a. “the Fed,” has kept the federal funds rate at zero for seven years. ...
403b and 457 Plans and Catch-Ups

403b and 457 Plans and Catch-Ups

For 25+ plus years, I’ve set up 403(b) plans for Massachusetts public school teachers and ...
President Trump’s Risky Bet Against Trade

President Trump’s Risky Bet Against Trade

President Trump, and his top economic adviser Peter Navarro, are questioning the benefits of, ...
Can Tax Cuts Stimulate the Economy?

Can Tax Cuts Stimulate the Economy?

President Trump’s tax proposal has four goals: (1) to “make the tax code simpler,” (2) to “give ...

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