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  3. Our Qualifications

Our Qualifications

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 cbailey@cbaileycpa.com.

860.436.4977

750 Old Main St, Suite 303
Rocky Hill, Connecticut
06067 United States

cbailey@cbaileycpa.com

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice.  Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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