Bay Financial Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

51 Sawyer Rd Ste 340, Waltham, Massachus...

Phone Number

(781) 893-0909

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
2
2

About Bay Financial Associates

Established in 1951, Bay Financial Associates LLC is one of the largest independent financial services firms in the Northeast, providing a range of services including investment management, retirement planning, estate planning, and business planning strategies. The firm caters to individuals, families, organizations, and advisors across the United States, focusing on personalized financial strategies tailored to clients' unique circumstances. With a commitment to independence, Bay Financial Associates emphasizes comprehensive financial planning and investment advice to help clients achieve their goals. Their team possesses extensive expertise in accounting, finance, investments, and insurance, ensuring a high level of service and support for both clients and advisors.Explore more
Bay Financial Associates's Social MediaPopular SearchesBay Financial Associates LLCFinancial Associates LLCBay Financial LLCBay Financial AssociatesBay Financial Associates IncSIC Code 62,628NAICS Code 52,523Show more

Bay Financial Associates Org Chart

PhoneEmail
CZ
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Bay Financial Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Bay Financial Associates

Compare insights from companies similar to Bay Financial Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bay Financial Associates

<$5M
11-50
Private
-
1950
$6.8M
1-10
Private
-
2009
AA
Alyssa AdamsDirector, Operations
$6.4M
11-50
Private
-
2009
JH
Joseph HenriquesManaging Director, Wealth Strategies
<$5M
1-10
Private
-
1999
LP
L.V. PlummerPresident, Lead Certified Financial & Planner & Practitioner
<$5M
1-10
Private
-
1989
JT
James TauszFounder & President
<$5M
1-10
Private
-
2020
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bay Financial Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bay Financial Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bay Financial Associates.

Bay Financial Associates Tech Stack

A closer look at the technologies used by Bay Financial Associates

Top Finance Companies

Frequently Asked Questions Regarding Bay Financial Associates

What is Bay Financial Associates's official website?
Bay Financial Associates's official website is www.bfa-online.com
What is Bay Financial Associates's Revenue?
Bay Financial Associates's revenue is <$5 Million
What is Bay Financial Associates's SIC code?
Bay Financial Associates's SIC: 62,628
What is Bay Financial Associates's NAICS code?
Bay Financial Associates's NAICS: 52,523
How many employees does Bay Financial Associates have?
Bay Financial Associates has 11-50 employees
What industry does Bay Financial Associates belong to?
Bay Financial Associates is in the industry of: Finance, Securities Trading
What is Bay Financial Associates competition?
Bay Financial Associates top competitors include: Plummer Financial Services, Bradford Financial Center, Legacy Wealth Management, Integrated Financial Strategies
What technology does Bay Financial Associates use?
Some of the popular technologies that Bay Financial Associates uses are: Proofpoint, Sectigo, Amazon Web Hosting, SocketLabs
How do I contact Bay Financial Associates?
Bay Financial Associates contact info: Phone number: (781) 893-0909 Website: www.bfa-online.com
What does Bay Financial Associates do?

Established in 1951, Bay Financial Associates LLC is one of the largest independent financial services firms in the Northeast, providing a range of services including investment management, retirement planning, estate planning, and business planning strategies. The firm caters to individuals, families, organizations, and advisors across the United... States, focusing on personalized financial strategies tailored to clients' unique circumstances. With a commitment to independence, Bay Financial Associates emphasizes comprehensive financial planning and investment advice to help clients achieve their goals. Their team possesses extensive expertise in accounting, finance, investments, and insurance, ensuring a high level of service and support for both clients and advisors.Read More

What are Bay Financial Associates social media links?
Bay Financial Associates Linkedin page
Is Bay Financial Associates a public company?
Bay Financial Associates is private company therefore does not currently have an official ticker symbol
See more information about Bay Financial Associates

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.