Insights

Target Audience Focus Booth Financial Associates primarily serves individuals and small businesses seeking personalized financial planning, which presents opportunities for expanding advisory services, estate planning, and tailored investment solutions.

Technology Usage The company's adoption of cloud solutions and web technologies indicates readiness for digital engagement tools, client portals, and online financial planning platforms to enhance client experience and operational efficiency.

Growth Potential With revenue between one and ten million dollars and a lean staff, Booth Financial Associates appears poised for targeted growth efforts, such as marketing new services or expanding client acquisition channels.

Competitive Landscape Operating in a highly competitive financial advisory market alongside large firms with extensive resources suggests a strategic emphasis on personalized, client-centric services to differentiate and attract niche clients.

Market Trends Given the focus on retirement planning, wealth transfer, and market outlook concerns, there are opportunities to develop specialized offerings aligned with current market trends like succession planning and risk management.

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
100%

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 NAICS code?

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Booth Financial Associates's 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
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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