Hayes & Associates
Hayes & Associates utilizes the collective wisdom they've accumulated through a combined 84 years of experience to oversee and coordinate the financial affairs for a select number of individuals, families, retirees, business owners, corporate executives, and institutions. Our job is to help our clients lead the best life they can with the money they have, to free them from financial worry, and to properly preserve and build the wealth needed to enjoy life by making the best possible decisions during the course of a lifetime and over multiple generations.
With offices in Princeton, NJ and Yardley, PA, we serve clients throughout the country, providing the intimacy and personal attention of a boutique, combined with the vast resources of one of the world's largest financial institutions.
Although we work with clients from all walks of life, our services are best suited for those with $1 million or more of investable assets. Many of our clients have come to us over these past 35 years for the following reasons:
- Those nearing retirement or currently retired who would like to lead the best life they can and help ensure they do not outlive their assets.
- Business owners and corporate executives who are seeking a competent advisor to help them oversee their financial affairs, protect their family and free up their time.
- Those individuals who have recently or are about to experience a liquidity event, such as a sale of a business or property, an inheritance, a divorce, a sale of stock or options, etc.
- Those who are not satisfied with their current advisor and feel they may benefit from a second opinion.
- Those seeking financing.
- Institutions and corporations seeking professional cash management or treasury services.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
