Bailey Financial Management & Insurances Services

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Bailey Financial Management & Insurances Services

15615 Alton Parkway, Suite 450
Irvine
CA 92618-3308
Phone: (714) 832-9351

Category: Personal Financial Services

Company representatives

Robert Bailey, Owner
Phone: 714-832-9351

Robert Bailey, Financial Planner, Investment Advisor

About Bailey Financial Management & Insurances Services

Provides financial services to individuals and small business owners that include: investment management, retirement planning and insurance services.


We provide a complete array of financial services and products. Our financial planning services include: Retirement income planning, estate planning and investment management.

Our insurance services include life insurance, disability insurance, long-term care insurance and individual as well as group health insurance.


Products and Services

  • Investment Management & Annuities
  • Life, Health & Long-term Care Insurance
  • 401k Plans & Pension Plans

Opening Hours


We are open Monday through Friday from 8:00 am to 5:00 pm.

Business categories

  • Financial Planning Consultants
  • Insurance Consultants and Advisors

Location Type

Single Location


Employees

1


Years In Business

29


Brands

  • John Hancock
  • Protective Life
  • Prudential Life
  • Met Life
  • Transamerica

Rating

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