Insights

Target Client Segments Booth Financial Associates primarily serves high-net-worth individuals and small businesses seeking personalized financial planning and wealth management advice, indicating opportunities to offer premium advisory services and tailored investment products.

Market Positioning As a mid-sized firm with revenue between 1 million to 10 million, Booth Financial Associates has potential for growth by expanding its client base through digital marketing efforts and leveraging relationships with affiliated financial institutions.

Technology Utilization Utilizing cloud services like Google Cloud and popular web technologies suggests openness to adopting advanced fintech solutions, presenting opportunities for introducing new financial planning tools or client engagement platforms.

Complementary Services Offering securities, advisory, and insurance products positions the company to upsell integrated financial solutions—highlighting prospects for cross-selling to existing clients and attracting new segments seeking comprehensive wealth management.

Competitive Differentiators Operating in a space dominated by large firms, Booth Financial Associates can differentiate itself by emphasizing personalized service, ongoing client engagement, and its local presence in Connecticut as key selling points to attract clients seeking bespoke financial advice.

Booth Financial Associates Tech Stack

Booth Financial Associates uses 8 technology products and services including Google Fonts API, Google Cloud, jQuery, and more. Explore Booth Financial Associates's tech stack below.

  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • Lua
    Programming Languages
  • Piwik
    System Analytics & Monitoring
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks
  • Nginx
    Web Servers

Media & News

Booth Financial Associates's Email Address Formats

Booth Financial Associates uses at least 1 format(s):
Booth Financial Associates Email FormatsExamplePercentage
FLast@bfa1.comJDoe@bfa1.com
50%
FLast@bfa1.comJDoe@bfa1.com
50%

Frequently Asked Questions

Where is Booth Financial Associates's headquarters located?

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Booth Financial Associates's main headquarters is located at Norwalk, Connecticut United States. The company has employees across 1 continents, including North America.

What is Booth Financial Associates's phone number?

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You can contact Booth Financial Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Booth Financial Associates's official website and social media links?

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Booth Financial Associates's official website is bfa1.com and has social profiles on LinkedIn.

What is Booth Financial Associates's SIC code NAICS code?

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Booth Financial Associates's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Booth Financial Associates have currently?

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As of February 2026, Booth Financial Associates has approximately 11 employees across 1 continents, including North America. Key team members include Partner: D. S.Owner: D. B.Financial Planner: S. B.. Explore Booth Financial Associates's employee directory with LeadIQ.

What industry does Booth Financial Associates belong to?

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Booth Financial Associates operates in the Financial Services industry.

What technology does Booth Financial Associates use?

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Booth Financial Associates's tech stack includes Google Fonts APIGoogle CloudjQueryLuaPiwikBootstrapMicrosoft ASP.NETNginx.

What is Booth Financial Associates's email format?

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Booth Financial Associates's email format typically follows the pattern of FLast@bfa1.com. Find more Booth Financial Associates email formats with LeadIQ.

Booth Financial Associates

Financial ServicesConnecticut, United States11-50 Employees

As financial planners, Booth Financial Associates works with individuals and small businesses who want advice and guidance in establishing their life style objectives and managing the expectations of those financial goals. In addition we welcome individuals and small businesses who may be concerned with direction of the stock market, outliving their money in retirement, or leaving money to heirs upon their death. Our goal is helping individuals and small businesses establish a plan of action that is achievable and meets their expectations which consists of ongoing reviews to allow the individuals and small businesses to feel important as well as involved in the process. Registered Representatives of INVEST Financial Corporation, member FINRA (www.finra.org) SIPC (www.sipc.org). INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Booth Financial Associates. Products offered are: •Not insured by the FDIC/NCUA • not a deposit or other obligation of or guaranteed by any bank/credit union • subject to risks including the possible loss of principal amount invested. INVEST Privacy Policy (http://www.investfinancial.com/public/forms/madv6130aifc.pdf ) Content posted by other parties does not necessarily represent the views of INVEST or Booth Financial Associates. Content is for general purposes only and is not an offer to buy or sell any security. INVEST does not provide tax or legal advice.

Section iconCompany Overview

Headquarters
Norwalk, Connecticut United States
Phone number
Website
bfa1.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Booth Financial Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Booth Financial Associates's revenue is estimated to be in the range of $1M$10M

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