Thomas B. Hayes
Firm Director of Training at CG Wealth Solutions Group, LLC
- Role
- Firm Director of Training at Cg Wealth Solutions Group, Llc
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Thomas B. Hayes
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your needs • Implement your strategy with products and services that help meet your needs. I am licensed to sell insurance in NY, NJ, PA, NC, VA, TX
Experience
Firm Director of Training
Cg Wealth Solutions Group, Llc
Jul 2020 — Present · Long Island City, NY, US
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
Education
Pace University-New York
Bachelor of Business Administration (B.B.A.)
1978 — 1988
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