Timothy Hayes - Crown Capital Securities

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3247 Studio Dr
Cayucos, CA 93430
+1 (805) 995-1492
http://www.timothyhayesfinancial.com

History

Our firm excels at providing excellent service on a personal level. We take time to educate our clients about their investment options, helping them to make an informed decision. As an independent agency, we are not restricted to proprietary in-house products, allowing us to offer the most suitable and competitive investment products available. Our agents are licensed to operate as both fee-based advisers and commission-based brokers, depending on the needs of each client. Our office assists clients through each stage of investing from wealth accumulation to durable and predictable retirement income. We utilize multiple strategies including: -Low cost buy-and-hold -Active investment management -Lifetime income annuities & guaranteed accounts -Tax efficient investments Our Advisors: Matthew Sessa, Investment Advisor Timothy Hayes, Registered Principal Tina Woodford, Registered Principal Diane Hayes, Registered Representative

Specialties

Investments: IRAs: Traditional, Roth, and Rollovers 403(b) / TSA / 457 Tax Deferred Accounts 401(k) Rollovers / Other Employer Plans Retirement Planning Mutual Funds Variable and Fixed Annuities 529 College Savings Plans, Coverdell ESAs Stocks and Bonds Real Estate Investment Trusts Specialized Asset Classes: Socially Responsible, Energy, Real Estate Tax Exempt Municipal Bonds Legacy Planning Insurance: Life Insurance Long Term Care Insurance Health Insurance Covered California Other: Notary Services Guaranteed Accounts Stocks Bonds Mutual Fund Tax free investments REITs

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