35 Village Road
Financial Guidance You Can Trust
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Jonathan is co-founder and partner of Hayden Financial Group, LLC. He began his financial advisory career in 1978. Since then Jonathan has specialized in investment, estate, and financial planning.
Alyson is co-founder and partner of Hayden Financial Group, LLC. She believes that honesty, loyalty, and trustworthiness are characteristics that are essential in developing effective relationships and strives to build on these in business.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We listen first. Then we create strategies that are tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about Retirement, Social Security, or Estate Strategies?
MIDDLETON, Mass.— Hayden Financial Group is donating Ramsey Solutions’ Foundations in Personal Finance curriculum to Masconomet Regional Middle School and St. John’s Prep. Foundations in Personal Finance is the premier curriculum for teaching financial literacy to students.
“Hayden Financial Group is committed to being part of the community that supports positive financial outcomes for students,” said Jonathon Lee, one of Hayden Financial Group’s Managing Partners. “At Hayden Financial Group, we are passionate about improving financial wellness and are proud to sponsor a curriculum in our community that will help students confidently make important money decisions and build healthy financial habits,” said Alyson Basso, ChFC®.
Personal finance expert Dave Ramsey created Foundations in Personal Finance, an easy-to-use, turn-key school curriculum that teaches students the value of saving, spending and giving to guide them down the path of financial literacy.
More than four million students have taken Foundations in Personal Finance in middle schools, high schools and universities nationwide. Foundations in Personal Finance can be used as a resource to fulfill requirements in mathematics, economics, family and consumer sciences, business mathematics and personal finance.
"An investment in knowledge pays the best interest."
- Benjamin Franklin