Bailey Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

N Dallas Pkwy Ste 400, Addison, Texas, 7...

Phone Number

(972) 358-4907

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bailey Financial

Bailey Financial specializes in strategic Roth conversions and comprehensive retirement planning, focusing on smart tax strategies and long-term growth. They offer personalized guidance on retirement income strategies, IRA support, wealth preservation, life insurance, and long-term care planning. Their services are designed for individuals preparing for or currently enjoying retirement, aiming to enhance financial confidence and create a tax-smart future. The company emphasizes partnership with clients to develop tailored retirement strategies that align with their goals.Explore more
Popular SearchesBailey FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bailey Financial

<$5M
1-10
Private
-
-
N/A
$6.2M
11-50
Private
-
-
PD
Patty DontiChief Financial Officer
<$5M
1-10
Private
-
2009
KW
Karen WhiteleyDirector, Operations
<$5M
1-10
Private
-
2016
RG
Raina GreeneOwner and Financial Planner
<$5M
1-10
Private
-
-
LT
Lisa TurnerDirector, Client Services
<$5M
1-10
Private
-
2013
ER
Elise RobertsPresident & Annuity Certified Financial Fiduciary Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bailey Financial Tech Stack

A closer look at the technologies used by Bailey Financial

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Frequently Asked Questions Regarding Bailey Financial

What is Bailey Financial's official website?
Bailey Financial's official website is www.theretirementhour.com
What is Bailey Financial's Revenue?
Bailey Financial's revenue is <$5 Million
What is Bailey Financial's SIC code?
Bailey Financial's SIC: 62,628
What is Bailey Financial's NAICS code?
Bailey Financial's NAICS: 52,523
How many employees does Bailey Financial have?
Bailey Financial has 1-10 employees
What industry does Bailey Financial belong to?
Bailey Financial is in the industry of: Finance, Insurance, Securities Trading
What is Bailey Financial competition?
Bailey Financial top competitors include: TLC Advisory Group, H & S Financial, Green Leaf Financial Services, Solutions First Financial Group
What technology does Bailey Financial use?
Some of the popular technologies that Bailey Financial uses are: WordPress.org, Squarespace Online Stores, Adobe Typekit, Flywheel
How do I contact Bailey Financial?
Bailey Financial contact info: Phone number: (972) 358-4907 Website: www.theretirementhour.com
What does Bailey Financial do?

Bailey Financial specializes in strategic Roth conversions and comprehensive retirement planning, focusing on smart tax strategies and long-term growth. They offer personalized guidance on retirement income strategies, IRA support, wealth preservation, life insurance, and long-term care planning. Their services are designed for individuals preparin... g for or currently enjoying retirement, aiming to enhance financial confidence and create a tax-smart future. The company emphasizes partnership with clients to develop tailored retirement strategies that align with their goals.Read More

Is Bailey Financial a public company?
Bailey Financial is private company therefore does not currently have an official ticker symbol
See more information about Bailey Financial

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