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Charles F. Bailey, III, CPA/PFS, CFP®, has passed the FINRA Series 7, 63, and 65 exams, and Life, Health, and Accident Insurance licenses. Charlie passed the CERTIFIED FINANCIAL PLANNER™ exam in July, 2002. You can contact Charlie at firstname.lastname@example.org.
Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs, but tomorrows plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.
Our firm members believe that our professional and personal associations allow us to grow and understand the individual and business community to which we serve. Our professionals belong to the American Institute of CPA'S (including the Tax, Technology, and Personal Financial Planning Sections), The Connecticut Society of CPA's, The National Society of Accountants, Association of Insolvency Advisors, The Society of Certified Senior Advisors, and The Alzheimer's Association of Connecticut.