Overview

Bailey & Beatty has been providing professional financial services to individuals and businesses for more than 28 years. Our experience and industry knowledge enable us 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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