3 Best Financial Services in Fort Wayne, IN

“Howard Bailey Financial has a team of advisors and support specialists striving to deliver the best experience in pre-retirement and retirement planning. Marshal N. Johnson is the firm's vice president and senior financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has been a Financial Advisor since 2007. Marshal N. Johnson earned a bachelor's degree in business administration from Indiana University. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is licensed in life, accident, and health insurance. Their mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today. They develop their business by reaching out, nurturing, and maintaining close, trusting relationships with their clients. They walk their clients through the strategies utilized and determine the next steps in implementing the plan. Contact them to schedule a consultation.”

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“Preferred Financial Group takes time to analyze your goals and assess your current investment portfolio thoroughly. Kelly Jones is the founder of the firm. He established the firm in 1982. In 1991, he became a licensed registered representative, which permitted him to provide investments to clientele. To adequately redefine the company and provide services, in 2005, the firm's name changed to Preferred Financial Group, Inc. Their team of experienced professionals has successfully guided numerous individuals facing similar issues and concerns, making them well-equipped to assist you. 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.”

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“Tradewell Tax & Financial is founded to serve clients pursuing financial independence. Their team works with each client to help them create and execute sound financial recommendations based on their unique needs. They're a family office that believes you deserve to live your best life. They are proud to be For Wayne's only one-stop-shop retirement and guaranteed income firm. They strive to help families spend more time living and dreaming and less worrying and wondering. Their team is known for helping already successful families find true significance in retirement. Their mission is to help retirees and pre-retirees maximize resources to reach their financial goals. As a fiduciary investment advisory firm, they specialize in custom-tailored financial guidance designed to maximize your retirement potential, ultimately helping you achieve and maintain the retirement life you've worked so hard to save.”

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