Bailey & Beatty Financial Services logo

Bailey & Beatty Financial Services Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Bailey & Beatty Financial Services is an independent financial planning firm based in Brookfield, Connecticut, serving the retirement and wealth management needs of successful individuals, families, and business owners. For nearly four decades, the firm has focused on helping clients establish financial goals and craft investment strategies and financial plans, emphasizing long-term relationships built on trust and quality service. The company operates within the financial services industry, offering securities and advisory services through Commonwealth Financial Network, and the associated advisors must be properly registered in the states where they transact. The firm’s location in the Connecticut region situates it within a network of professional financial services providers, and its small-scale team suggests a personalized, client-centric approach to planning and ongoing financial support.

Find Bailey & Beatty Financial Services employees' phone numbers or email addresses

Bailey & Beatty Financial Services Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Bailey & Beatty Financial Services's Leadership

  • Stylized image of a person
    D. N.
    Client Relationship Manager
  • Stylized image of a person
    J. K.
    Client Relationship Manager/Paraplanner
  • Stylized image of a person
    P. B.
    Principal
  • Stylized image of a person
    B. B.
    Registered Investment Advisor

Bailey & Beatty Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Bailey & Beatty Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. N.
    Client Relationship Manager
    Oct 23, 2024
  • Stylized image of a person
    J. K.
    Client Relationship Manager/Paraplanner
    Oct 16, 2024
  • Stylized image of a person
    P. B.
    Principal
    Oct 21, 2024
  • Stylized image of a person
    B. B.
    Registered Investment Advisor
    Oct 18, 2024

Frequently Asked Questions

What is Bailey & Beatty Financial Services known for?

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Bailey & Beatty Financial Services was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Bailey & Beatty Financial Services's company overview page for more information.

What is Bailey & Beatty Financial Services's most common email format?

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Bailey & Beatty Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bailey & Beatty Financial Services email formats with LeadIQ.

How many employees does Bailey & Beatty Financial Services have currently?

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Bailey & Beatty Financial Services has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bailey & Beatty Financial Services's key employees and leadership?

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As of August 2026, Bailey & Beatty Financial Services's key employees include:

  • Client Relationship Manager: D. N.
  • Client Relationship Manager/Paraplanner: J. K.
  • Principal: P. B.
  • Registered Investment Advisor: B. B.

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