Bailey & Beatty Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

83 Wooster Hts Ste 301, Danbury, Connect...

Phone Number

(203) 743-5040

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bailey & Beatty Financial Services

Bailey & Beatty is an independent financial planning firm based in Danbury, CT, specializing in retirement and wealth management for individuals, families, and business owners. With nearly 40 years of experience, they provide personalized financial solutions tailored to clients' unique goals, including investment allocation, retirement savings, and education funding. The firm is committed to building long-lasting relationships through concierge-level customer support and a focus on clients' best interests. Additionally, they actively contribute to their community, reflecting their dedication to making a meaningful impact.Explore more
Bailey & Beatty Financial Services's Social MediaPopular SearchesBailey & Beatty Financial Services LLCBailey & Beatty Financial ServicesBailey Carl InsuranceBailey Financial Services IncBailey InsuranceSIC Code 62,628NAICS Code 52,523Show more

Bailey & Beatty Financial Services Org Chart

PhoneEmail
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United States flag for contact location.

Client & Paraplanner Relationship Manager

PhoneEmail
JK
United States flag for contact location.

Client & Paraplanner Relationship Manager

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bailey & Beatty Financial...

<$5M
1-10
Private
-
1982
DN
Denise NoonanClient & Paraplanner Relationship Manager
<$5M
11-50
Private
<$5M
1998
DH
David HarnedChief Financial Officer
<$5M
1-10
Private
-
2005
DT
Daniel TuckerCo-Founder & President
<$5M
1-10
Private
-
1990
CR
Cheston RoneyRegistered Principal, Branch Manager
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
1997
JB
John BacciFounder & President
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bailey & Beatty Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bailey & Beatty Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bailey & Beatty Financial Services.

Bailey & Beatty Financial Services Tech Stack

A closer look at the technologies used by Bailey & Beatty Financial Services

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Frequently Asked Questions Regarding Bailey & Beatty Financial Services

What is Bailey & Beatty Financial Services's official website?
Bailey & Beatty Financial Services's official website is www.baileybeatty.com
What is Bailey & Beatty Financial Services's Revenue?
Bailey & Beatty Financial Services's revenue is <$5 Million
What is Bailey & Beatty Financial Services's SIC code?
Bailey & Beatty Financial Services's SIC: 62,628
What is Bailey & Beatty Financial Services's NAICS code?
Bailey & Beatty Financial Services's NAICS: 52,523
How many employees does Bailey & Beatty Financial Services have?
Bailey & Beatty Financial Services has 1-10 employees
What industry does Bailey & Beatty Financial Services belong to?
Bailey & Beatty Financial Services is in the industry of: Finance, Securities Trading
What is Bailey & Beatty Financial Services competition?
Bailey & Beatty Financial Services top competitors include: Grandview Partners, Michael Roberts Associates, Foundation Financial Advisors, Ball Financial Services
What technology does Bailey & Beatty Financial Services use?
Some of the popular technologies that Bailey & Beatty Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Bailey & Beatty Financial Services?
Bailey & Beatty Financial Services contact info: Phone number: (203) 743-5040 Website: www.baileybeatty.com
What does Bailey & Beatty Financial Services do?

Bailey & Beatty is an independent financial planning firm based in Danbury, CT, specializing in retirement and wealth management for individuals, families, and business owners. With nearly 40 years of experience, they provide personalized financial solutions tailored to clients' unique goals, including investment allocation, retirement savings, and... education funding. The firm is committed to building long-lasting relationships through concierge-level customer support and a focus on clients' best interests. Additionally, they actively contribute to their community, reflecting their dedication to making a meaningful impact.Read More

What are Bailey & Beatty Financial Services social media links?
Bailey & Beatty Financial Services Linkedin page
Is Bailey & Beatty Financial Services a public company?
Bailey & Beatty Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Bailey & Beatty Financial Services

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