Services Offered
Retirement Planning
Comprehensive strategies to ensure a secure and comfortable retirement, tailored to your unique goals and timeline.
Investment Management
Personalized investment portfolios designed to grow your wealth while managing risk based on your financial objectives.
Financial Review & Consultation
In-depth analysis of your debts, assets, and financial health with actionable advice to stay on target.
Wealth Building Strategies
Customized plans to help you accumulate and preserve wealth through sound financial practices and long-term planning.
Client Education & Events
Informative social events and resources to keep clients updated on best practices for living well in retirement.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
R
Red Nose Rudolph
via Google
about 1 month ago
Very helpful and very friendly group of individuals and are always willing to give some quick advice whenever I have questions
B
Brady Cleavelandvia Google
about 1 month ago
Howard Bailey Financial is an absolutely fantastic team of professionals who truly care about the people they serve. From top to bottom, everyone I’ve interacted with has been knowledgeable, approachable, and genuinely invested in helping clients succeed financially. Their integrity, teamwork, and passion for what they do clearly set them apart—and there’s a reason they’ve been rated number one in Fort Wayne for the last five years. When the time comes for me to use financial planning services, there’s no question—Howard Bailey Financial will be my first choice, 100%. I highly recommend them to anyone looking for a trustworthy and proven financial team.
R
rick davisonvia Google
4 months ago
Stopped in for a personal review that I needed help with and met with Alec and Brady I cant praise them enough for the valuable help they gave me! I give them 10 stars here if I could I do recommend this place.
C
chuck millervia Google
almost 3 years ago
My experience with Howard Bailey started in 2016 about a year before I retired. I wish I had started with them sooner than that. From the first meeting Casey reviewed all my debts and assets. He reassured me that my retirement goals were within reach. We came up with a plan and we have been staying on target ever since. His advice was sound and every step of the way their staff has been on top of all my needs. My annual review this year was just more good news. The Social events they sponsor are a great way to stay in touch with other clients and each events gives us new advice for better living in life and retirement. Charles Miller
J
Jim Fieldsvia Google
over 4 years ago
Been with Howard Bailey around 8 years. They set up a great retirement plan for us and follow through on their commitments Everyone is great to work with at HB, especially our main contact Brad Smock. Excellent person. My wife and I have recommended Howard Bailey to our family and friends. You would not do this unless you personally trust and believe in the company
