Howard Bailey
Howard Bailey Financial is an independent financial firm that operates on a fee-based model in Fort Wayne. Howard Bailey is one of the Three Best RatedĀ® Financial Services in Fort Wayne, IN.
Contact Business
Video
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.
Write a Review
Location / Contact:
- 5916 Covington Road, Fort Wayne, IN 46804
- Phone : (866) 482-9559
- EMail : inf***@h***.com
- Website : howardbailey.com
Working Hours:
Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Fort Wayne:
-
ONE RESOURCE FINANCIAL CONSULTANTS 1001 Chestnut Hills Parkway, Suite 110, IN 46814
-
FOSTER FINANCIAL SERVICES 2720 Dupont Commerce Court, Suite 170, IN 46825