Bailey & Beatty Financial Services Employee Directory

Financial ServicesUnited States2-10 Employees

We’re an independent financial planning firm serving the retirement and wealth management needs of successful individuals, families, and business owners. For nearly 40 years, we’ve served as a beacon of safety and support for our clients, carefully watching over their financial dreams.

Our knowledgeable and compassionate team will work hand in hand with you to determine your financial goals and develop a sound investment strategy and financial plan. Our team is there for you and your family. Our relationships are based on trust, friendship, and quality service. The depth of these life-long relationships is what truly differentiates Bailey & Beatty Financial Services.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA ,IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/ www.SIPC.org, a Registered Investment Advisor. 

Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

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

Bailey & Beatty Financial Services Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Bailey & Beatty Financial Services's Leadership

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

Contact profiles from Bailey & Beatty Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. N.
    Client Relationship Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. K.
    Client Relationship Manager/Paraplanner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. B.
    Principal
    Phone icon
    United StatesSouth Carolina
    Oct 16, 2024
  • Stylized image of a person
    P. B.
    Principal
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Investment Advisor
    Phone icon
    United StatesConnecticut
    Nov 13, 2025
  • Stylized image of a person
    B. B.
    Registered Investment Advisor
    Phone icon
    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. The company's main headquarters is located in 83 Wooster Heights, Danbury, CT 06804, US; 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 3 employees as of December 2025. 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 December 2025, Bailey & Beatty Financial Services's key employees include:

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

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