Howard Bailey Financial is an independent financial firm that operates on a fee-based model in Fort Wayne. Their dedicated team of advisors and support specialists is committed to providing exceptional experiences in pre-retirement and retirement planning. With a wealth of experience and a responsive approach, they understand the importance of integrity and transparency in meeting your financial needs. The firm's mission is centered around enriching the lives of others, enabling them to focus on making a significant impact today. They foster their business by actively establishing, nurturing, and maintaining close and trustworthy relationships with their clients. They ensure a seamless process by guiding their clients through the strategies employed and identifying the subsequent steps required to implement the plan. To benefit from their expertise, contact Howard Bailey Financial to schedule a consultation and embark on a path toward financial success.
3 Best Financial Services in Fort Wayne, IN
Expert recommended Top 3 Financial Services in Fort Wayne, Indiana. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
HOWARD BAILEY REVIEWS
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.
I had reached out to the Howard Bailey financial planners via Casey Weade's very educational Podcasts. I was impressed with Casey's relationships and contacts with various industry experts in the financial planning world, as well as his personalized, purposed-based, one/stop approach to retirement planning. Even though my husband and I live in California and communicate with Ryan, our primary (and awesome) financial planner in Indiana via Zoom, our meetings still feel like in-person, face-to-face encounters. We could not find anyone locally with the holistic approach and expertise they possess, so we feel very fortunate to be able to access them without geographical constraints.
We switched financial advisors many years ago to Howard Bailey because of their specialty in retirement planning and financial security in retirement. We are fortunate we made this change. Howard Bailey's plan and expertise is outstanding as is our Financial Advisor Rob. Need help? be sure to ask for Rob, CFP.
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One Resource Financial Consultants is one of the leading providers of exceptional financial services. Their mission centers around deeply understanding your needs, desires, and long-term objectives. They are dedicated to assisting their clients in developing, implementing, and monitoring a tailored system that aligns with their specific circumstances. With their expertise, they can help you formulate an effective strategy to address your unique challenges. Their team of experienced professionals has successfully guided numerous individuals facing similar issues and concerns, making them well-equipped to assist you. They offer complimentary financial consulting and conduct informative seminars to provide professional advice on investments, financial products, insurance, and strategic planning. You can rely on their guidance to create a comprehensive approach that addresses your financial situation with precision and care.
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Sat & Sun: By Appointment Only
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ONE RESOURCE FINANCIAL CONSULTANTS REVIEWS
Trust worthy and knowledgeable financial advisors. Highly recommend the group and they have positively affected our financial future. Thanks.
Fred has been our financial adviser for years and has become a friend and we respect his opinion very much.
Very professional and promising. Good team work and he is truly good business man.
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Foster Financial Services is an exclusive retirement investment firm specializing in personalized solutions for individuals and employers. They are all fully licensed and credentialed so you can count on unbiased recommendations and impartial guidance. They prioritize consumer education and aim to demystify the complexities of financial planning. With a team of financial professionals who uphold the highest standards of ethics and integrity, you can trust in their unbiased recommendations and impartial guidance. They take the time to analyze your goals and assess your current investment portfolio thoroughly. Collaborating with strategic partners who excel in their respective fields, Foster Financial Services recommends investment strategies tailored to your risk tolerance and retirement planning objectives. The firm offers a complimentary consultation for Foster Financial referrals.
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Tue: 8:30am - 6pm
Sat & Sun: Closed
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FOSTER FINANCIAL SERVICES REVIEWS
The best female financial advisor in Indiana! Heather explains details in a way I can understand to easily understand my portfolio options. She is always one step ahead of my concerns and has the expertise to keep me ahead of the curve for my family.
I have worked with Foster Financial now for a while and I highly recommend their services. Heather looks at the whole picture to see how you will do in retirement and help you plan for your best future.
Heather and her staff are Great. Recommend them highly !!!
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