Charles Bailey & Associates

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

750 Old Main St Ste 303, Rocky Hill, Con...

Phone Number

(860) 436-4977

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Charles Bailey & Associates

Securities offered through Avantax Investment ServicesSM, Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Content, links, and some material withinRead more
Popular SearchesCharles Bailey & Associates LLCBeacon Wealthcare Services IncCharles Bailey & Assoc LLCBailey & Associates LLCCharles BaileySIC Code 62,628NAICS Code 52,523Show more

Charles Bailey & Associates Org Chart

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Compare Similar Companies to Charles Bailey & Associates

Compare insights from companies similar to Charles Bailey & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charles Bailey & Associat...

<$5M
1-10
Private
-
1972
FB
Frank BaileyVice President
<$5M
1-10
Private
-
1972
JM
Jack McDonaldSmall Business Accounting Specialist
<$5M
1-10
Private
-
2000
RD
Randon DobsonVice President
<$5M
1-10
Private
-
-
DS
Durene ScottDirector, Client Relations
<$5M
1-10
Private
-
1958
N/A
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2021
WB
Webster BurrierDirector, Wealth Management
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Charles Bailey & Associates Tech Stack

A closer look at the technologies used by Charles Bailey & Associates

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Frequently Asked Questions Regarding Charles Bailey & Associates

What is Charles Bailey & Associates's official website?
Charles Bailey & Associates's official website is www.cbaileycpa.com
What is Charles Bailey & Associates's Revenue?
Charles Bailey & Associates's revenue is <$5 Million
What is Charles Bailey & Associates's SIC code?
Charles Bailey & Associates's SIC: 62,628
What is Charles Bailey & Associates's NAICS code?
Charles Bailey & Associates's NAICS: 52,523
How many employees does Charles Bailey & Associates have?
Charles Bailey & Associates has 1-10 employees
What industry does Charles Bailey & Associates belong to?
Charles Bailey & Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Charles Bailey & Associates competition?
Charles Bailey & Associates top competitors include: Constellation Finanical & Wealth Management Services, Dominion Wealth Management, C E Williams Financial, Bridgespan
What technology does Charles Bailey & Associates use?
Some of the popular technologies that Charles Bailey & Associates uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Charles Bailey & Associates?
Charles Bailey & Associates contact info: Phone number: (860) 436-4977 Website: www.cbaileycpa.com
What does Charles Bailey & Associates do?

Securities offered through Avantax Investment ServicesSM, Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered... . Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. © 2020 Charles Bailey & Associates, LLC and Beacon Wealthcare Services, Inc.. All rights reserved.Read More

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

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