HB
Howard Bailey Financial, Inc.
El equipo de planificación financiera de Fort Wayne, de confianza, que ofrece integridad, asesoramiento y resultados.
5
Business
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El equipo de planificación financiera de Fort Wayne, de confianza, que ofrece integridad, asesoramiento y resultados.
Howard Bailey Financial, Inc. es una firma de finanzas y consultoría con sede en Fort Wayne, Indiana, en 5916 Covington Rd. Los clientes elogian a un equipo conocedor y accesible, dedicado a ayudar a sus clientes a alcanzar el éxito financiero. Las reseñas destacan la integridad, el trabajo en equipo y la planificación de la jubilación confiable, y algunos lo han descrito como la principal firma financiera de Fort Wayne durante cinco años, elogiando su orientación accesible y su servicio cálido.
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Estrategias integrales para garantizar una jubilación segura y cómoda, adaptadas a tus metas y a tu calendario.
Carteras de inversión personalizadas diseñadas para hacer crecer tu patrimonio, gestionando el riesgo de acuerdo con tus objetivos financieros.
Análisis detallado de tus deudas, activos y salud financiera, con recomendaciones prácticas para mantenerte en el camino hacia tus metas.
Planes personalizados para ayudarte a acumular y preservar la riqueza mediante prácticas financieras sólidas y planificación a largo plazo.
Eventos sociales informativos y recursos para mantener a los clientes actualizados sobre las mejores prácticas para vivir bien durante la jubilación.
Calificación general
Red Nose Rudolph
Very helpful and very friendly group of individuals and are always willing to give some quick advice whenever I have questions
Brady Cleaveland
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.
rick davison
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.
chuck miller
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
Jim Fields
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
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