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        (860) 436-4977CallVisit WebsiteVisit WebsiteMap & DirectionsDirections750 Old Main StRocky Hill, CT 06067Write a ReviewWrite Review

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        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.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
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        BBB Rating and Accreditation information may be delayed up to a week.
        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

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        Details

        Phone: (860) 436-4977

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

        Website: http://www.cbaileycpa.com