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      Details

      YOUR WEALTH CARE PROFESSIONALS

      General Info

      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.

      HoursOPEN NOW
      Regular Hours:
      Mon - Sat

      Contact Info

      Phone:

      Main - 860-436-4977

      Address:
      750 Old Main St Rocky Hill, CT 06067
      Email:

      Link:

      http://www.cbaileycpa.com

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      Categories
      Bookkeeping, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Tax Return Preparation, Tax Return Preparation-Business
      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.
      Payment Options
      cash
      Brands
      Commercial Services, Residential Services
      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 Information

      Parking: Free

      Wheelchair Accessible: Yes

      Data provided by one or more of the following: Thryv, Data Axle, Yext.