Howard Bailey Financial is an independent, fee-based advisory firm in Fort Wayne. 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. They are a team of advisors and support specialists striving to deliver the best experience in pre-retirement and retirement planning. 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.
3 Best Financial Services in Fort Wayne, IN
Expert recommended Top 3 Financial Services in Fort Wayne, Indiana. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
HOWARD BAILEY REVIEWS
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 absolutely Love the Howard Bailey Inc in Mishawaka (and Fort Wayne as far as that goes) We had a financial group for 30 years. We thought they were "ok" but after meeting and switching to Howard Bailey, we couldn't be happier! The former financial group didn't even try to keep our business, after 30 years!! No contact, no letter, no nothing! Where as Howard Bailey was happy to get our business! Our only regret is that we didn't do it sooner.
The team at Howard Bailey Financial demonstrates their commitment to their customers, with exceptional service, knowledge sharing and support with all questions or needs. It is inevitable that you will become friends! We recommend HBF and have family that have moved their accounts here.
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Preferred Financial Group is one of the leading financial consultants in Fort Wayne, Indiana. 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. They take the time to analyze your goals and assess your current investment portfolio thoroughly.
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Sat: 9am - 1pm
Sun: 9am - 11pm
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PREFERRED FINANCIAL GROUP REVIEWS
I met with Tim Huber today for the first time and I was nervous going in not knowing what to expect and feeling vulnerable as I tend to keep my finances very private. Rest assured, a few minutes into the conversation I no longer felt that way. Tim and I saw eye to eye on overall principles and I feel he genuinely is interested in what's best for me and my family. I walked out feeling more confident than ever about our financial strategy and situation and excited for the future. If you are in an evolving financial situation, give Tim a call and talk through it with him and I'm positive you'll walk away with the same peace of mind that I have today. Thanks again, Tim.
I used to feel uncomfortable trusting my financial portfolio with other advisors until I met Tim Huber. He has proven to me that my portfolio he has designed will provide me with the financial requirements for the present and into the future. Trust me Tim will put your mind at ease when it comes to preparing your taxes or handing your financial portfolio. Thanks Tim, Don Firestine.
The team at Preferred Financial has been great to work with. Josh not only knows the correct investment strategies but he has also been a great asset when it comes to tax time as well as searching the marketplace for the best insurance policies that will fit my needs. Very happy with my service I get.
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Tradewell Tax & Financial is a boutique-based Financial planner in Fort Wayne, Indiana. The firm was 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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Sat & Sun: Closed
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TRADEWELL TAX & FINANCIAL REVIEWS
I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement. I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track. Well as it turns out, there were a number of fees associated with some of my mutual funds that I hadn't taken into account, as well as some adjustments to my risk strategy that they recommended I take. I moved my accounts over for them to manage and now I'm confident that I'm in a much better position for retirement, not to mention that the back of my mind stress that was nagging at me is gone now too! I highly recommend the team at Tradewell for financial management, and I'll be going back soon to work with their in-house elder law attorney to get my estate planning taken care of as well.
I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare. Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services. I would highly recommend the Tradewell team for all of your investment planning needs.
My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.
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