OUR SERVICES | Overview

Bailey & Beatty has been providing professional financial services to individuals and businesses for over 28 years. Our experience and industry knowledge enables Bailey & Beatty to optimize your goals with a strategic balance of financial products and tools. The key is the importance we place on independence and client communication. Consistent service with integrity and compassion lead to client-friendships that can last a lifetime.

Services we offer: 

  • Retirement planning
  • Investment strategies 
  • Risk managment and insurance planning
  • Long term care and estate planning
  • College education savings
  • IRAs, 401(k)s, 403(b)s, and SEP plans
  • Employee benefit programs
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    This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,LA,MA,MD,ME,MI,MN,NC,NH,NJ,NM,NV,NY,OH,OR,PA,RI,SC,TX,UT,VA,VI,VT,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
    Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
    including possible loss of the principal invested.
    Securities and advisory services offered through Commonwealth Financial Network®.
    Member FINRA, SIPC, a Registered Investment Advisor.
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