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Featured Business Financial Advisor in Cheshire, CT
Cheshire Financial Advisors
Hoynes Financial Group, LLC
615 West Johnson Ave, Suite 202A
Cheshire, CT 06410
(203) 271-0222
Advisor Profile
Rob Hoynes, ChFC
Name:  Rob Hoynes, ChFC
Phone Number:  (203) 271-0222
Website:  Visit Website

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

Gender:    Male
CRD#:    23454
Name of Broker/Dealer:    SagePoint Financial
Name of Custodial Firm:    Pershing LLC
States Licensed in:    CT, MA, RI, VT, NH, NY, NJ, VA, FL, CA, MI, IL
States Willing to do Business in:    All States
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    5
Work Experience:    Diversified Financial Solutions
Sagemark Consulting
Nestle Waters
United States Army
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
Untied States Military Academy-West Point- 1985
Boston University-MSBA- 1992
 

Services

Investment Types:    Annuities, Insurance, Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CT Long Term Care Partnership, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Health, Disability, Annuity, Variable Life, Long Term Care, Life, Variable Annuity
Non-Financial Organization Memberships:    Cheshire Chamber of Commerce
Cheshire Lacrosse Club
 

Firm Information

Firm's Number of Clients:    100
Firm's Number of Planning Clients:    50
Firm's Number of Managed Clients:    100
Assets Managed by Firm:    $75m
Advisor's Number of Clients:    100
Advisor's Number of Managed Clients:    100
Advisor's Number of Planning Clients:    50
Assets Managed by Advisor:    $75m
 

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 & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    200000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1%
 
 
 
Prepared By: Rob Hoynes, ChFC

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