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Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs, but tomorrows plans. Our dedication to helping you acheive your financial goals means placing a premium on timeliness, thoroughness and accuracy.
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More Business Info

YOUR WEALTH CARE PROFESSIONALS

BBB Rating
A+
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BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Sat:
Services/Products
We specialize in the small to mid-size business retirement and estate planning area, SIMPLE, Roth and Traditional indvidual retirement accounts, all aspects of life, health and disability insurance needs analysis, cash flow review and estate settlements. Business and individual income tax preparation and planning and representation in dealings with various taxing authorities. Also, we are Certified Quickbooks Proadvisors for small and midsize businesses and offer training in all aspects of the software along with review of current accounting programs and technology.
Brands
Commercial Services, Residential Services
Payment method
cash
Location
We are currently registered to offer securities in the states of Connecticut, California, Massachusetts, Illinois, Tennessee, North Carolina, South Carolina, and New Hampshire.
Amenities
Charles F. Bailey, III, CPA/PFS, CFP(tm), has securities licenses Series 7, 63, 65, and Life, Health, and Accident Insurance licenses. Charlie passed the Certified Financial Planner(tm) exam in July, 2002
Accreditation

Licensed

Insured

Certified

Associations
*American Institute of CPA'S* *The Connecticut Society of CPA's* *The National Society of Accountants* *Association of Insolvency Advisors* *The Society of Certified Senior Advisors* *The Alzheimer's Association of Connecticut*
AKA

Bailey & Associates LLC

Other Link

http://www.cbaileycpa.com

Social Links
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planning Consultants, Tax Return Preparation, Tax Return Preparation-Business
Other Information

Parking: Free

Wheelchair Accessible: Yes