wiseradvisor

Rob Hoynes, ChFC®
Hoynes Financial Group, LLC

Tel: 203-271-0222
1157 Highland Ave
Suite 105
Cheshire, CT 06410
Hoynes Financial Group, LLC | Financial Advisor in Cheshire ,CT


About Hoynes Financial Group, LLC

Hoynes Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided some of the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.


General Information

Firm Start Year:   2010
No.of Employees:   2-4
Gender:   Male
Insurance License#:   001070161
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CT, MA, VT, NH, NY, NJ, VA, FL, CA, MI, IL,MI, SC, NC,GA, MI
Number of Years with Current Firm:   11
Work Experience:   Hoynes Financial Group, LLC SagePoint Diversified Financial Solutions Sagemark Consulting Nestle Waters United States Army
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Insurance Planning, Retirement Planning


Services

Investment Types:   Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Non-Financial Organization Memberships:   Cheshire Chamber of Commerce Cheshire Lacrosse Club


Firm Information

Firm's Number of Clients:   150
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   $140mm
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   50
Assets Managed by Advisor:   $140m


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   1%
Additional Details on Charges:   Fees are negotiable based on individual situations
Minimum Fee Charged for Managed Accounts:   $2,000
Minimum Fee Charged for Hourly Planning Accounts:   NA


Education

BS - Engineering  United States Military Academy @ West Point - West Point, NY
July 1981-May 1985

MSBA - Business   Boston University
-May 1992



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • Why should I choose you as my financial advisor? West Point-BS 1985 Boston University-MSBA- 1992 ChFC
  • What are your qualifications? What is your education background? I try to understand my clients objectives and goals & develop a strategy based on this. I utilize a compehensive web-based software that allows my clients to see real time data versus a static report.
  • How do you charge for your services? Individuals: Financial Planning to include asset management, retirement planning, insurance needs analysis, education planning, long term health care planning & tax preparation. Business owners: Buy/Sell agreements, 401k plans, insurance needs analysis, business succession.
  • How are you compensated? How will I pay for your services? 125
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Disclosures

Securities offered through LPL Financial. Member FINRA, SIPC. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited


Disclaimer

Securities offered through LPL Financial. Member FINRA, SIPC. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited.

Rob Hoynes

Rob Hoynes

ChFC®

I have been in the industry assisting clients in meeting their objectives since 2001. I am a West Point graduate & hold a Masters of Science in Business Administration from Boston University. While on active duty for five years I was airborne qualified, served in Germany & Fort Sill, OK as a field artillery officer while holding various leadership roles leading troops with a combat mission.

After leaving the Army as a captain I worked with Poland Springs for 12 years in various leadership positions in multiple states.

I have lived in Cheshire, CT for 20 years with my wife Trish & four terrific children as I was fortunate enough to have been involved in coaching their sports in youth & high school. I have been involved in Cheshire Youth & High School lacrosse for years as well as at the state level.

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My Services

Financial Planning for Businesses

Buy sell situations Retirement planning using eMoney Cash Flow analysis College Planning Income & Expenses analysis


Financial Planning for Individuals

Retirement planning using eMoney Cash Flow analysis College Planning Income & Expenses analysis


Financial Advice & Consulting

Comprehensive Financial Planning Investment Management Retirement planning using eMoney Cash Flow analysis College Planning Income & Expenses analysis


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

All States