Welcome to

of Opportunity & Prosperity

We’re in the business of making better tomorrows for Financial Advisors, CPAs and the clients they serve.

Table Bay Anchors You to the Good Life

The “Good Life” in America means “Reaching For Your Dreams.” It means building a family and giving your children the things you never had. It’s about being prepared for all of life’s challenges, from retirement planning to building a legacy for our grandchildren. Table Bay works with Financial Advisors across America to provide solutions so that their clients are prepared to meet tomorrow’s challenges.

Lead Generation

We can help you stand out and find qualified prospects with our innovative marketing.

Unique Platforms

Our programs are proven, cost-effective, and generate unsurpassed leads and prospects.

World-class Training

With our training, you will learn how to help Americans reach their retirement dreams!

Cutting-edge Technology

We are ready to help you connect with clients and prospects virtually or in person using the best tools available.

Amazing Products

We only offer best-in-class products.

We Want You

We love supporting Advisors and Accountants to reach new waves of opportunities.

Resource Room

We have all the tools to make you a success!

Join Us

Join Table Bay and see for yourself why we are the best FMO around!

Table Bay Eliminates the Volatile Sales Cycle

What if you had 2,400 selling opportunities a year?

What if we could give you a Distinct Advantage over the competition?

What if you had a Unique Selling Proposition that motivates people to act TODAY?

Testimonials

Barry Bulakites and his team at Table Bay Financial have supported our CPA firm’s sale and underwriting of annuity products for 10+ years. They don’t simply provide quotes and apps, but rather go far beyond that by supporting the sales cycle from beginning to end. Table Bay’s team of experts is responsive and available for us or our clients to call. They’ve joined us with client meetings, group presentations and team education. Having worked with other GAs, we know what else is out there—and nothing comes close to the Table Bay experience.

"With 18 years in the Wealth Management Industry on both the retail and wholesale end I know the value of having trusted and dependable partners. Table Bay Financial has exceeded all of my metrics for what I consider that partnership to be. Joe Sulzinger and Barry Bulakites have built an organization that is simply The Best in The Business. From product support to marketing platforms that help my firm differentiate itself from its competitors, Table Bay is truly the place to be."

“Many observations over several years prove to me that Table Bay helps financial advisors move to the next level of productivity. Table Bay training is World Class. Table Bay supports advisors with a myriad of concepts, tools, programs and helps advisors establish a continuous flow of highly qualified prospects, including partnerships with Tax Professionals and CPAs. With Table Bay’s Top Gun system, I have a solid foundation for heightened confidence. Thank you Barry Bulakites and Joe Sulzinger for making Table Bay the premier FMO in America.”

“Table Bay President, Barry Bulakites did a first class presentation for our group of CPAs. Thank you again for all of your hard work. It's exciting to belong to a very strong team of professionals.”

"Exceeded Expectations! The Subject Matter and Message, needs to be heard by ALL AMERICANS. It Impacts not only yourself, but your immediate family and Heirs. The Presentation was more than a Message; the content incites a "Mission", that this knowledge MUST be SHARED, with EVERYONE."