Insights

Client Focus Booth Financial Associates specializes in serving individuals and small businesses, providing personalized financial planning and ongoing review services, creating opportunities to cross-sell tailored investment, insurance, and retirement planning solutions.

Technology Utilization The company's deployment of advanced tech tools such as Google Cloud, Bootstrap, and ASP.NET indicates openness to digital solutions, offering potential for targeted outreach on digital financial products and tech-driven advisory services.

Market Position With revenue estimates between 1 million and 10 million and a lean team of 11-50 employees, Booth Financial appeals as a boutique, client-centric firm, presenting an opportunity for premium, personalized financial products aimed at high-net-worth or niche markets.

Partnership Potential As registered representatives of INVEST Financial Corporation, Booth Financial Associates networks with larger broker-dealer mechanisms, making them a viable partner for joint marketing initiatives or expanding distribution channels for financial products.

Competitive Differentiation Compared to industry giants with thousands of employees and billions in revenue, Booth Financial's focused approach and personalized service model can be emphasized to position and upsell premium advisory services to clients seeking tailored financial guidance.

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

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 December 2025, 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

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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