Howard Bailey Financial, Inc. - Fort Wayne, Indiana

Address: 5916 Covington Rd, Fort Wayne, IN 46804.
Phone: 8888998344.
Website: howardbailey.com
Specialties: Financial planner.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 38 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Howard Bailey Financial, Inc.

Howard Bailey Financial, Inc. 5916 Covington Rd, Fort Wayne, IN 46804

⏰ Open Hours of Howard Bailey Financial, Inc.

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Howard Bailey Financial, Inc.

Howard Bailey Financial, Inc. is a well-established financial planning firm located at 5916 Covington Rd, Fort Wayne, IN 46804. With a dedicated team of professionals, they provide comprehensive financial planning services to help clients achieve their long-term financial goals. The company's specialties include financial planning, and they offer a range of onsite services to cater to their clients' needs.

One of the key features of Howard Bailey Financial, Inc. is their wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that all clients can access their services easily. Appointments are recommended, and the company has received positive reviews from their clients. On Google My Business, the company has a total of 38 reviews, with an impressive average rating of 4.8 out of 5 stars.

The firm's commitment to providing high-quality financial planning services, coupled with their accessibility features and excellent customer reviews, make them a reputable choice for individuals seeking financial guidance in Fort Wayne, IN.

Address: 5916 Covington Rd, Fort Wayne, IN 46804

Phone: 8888998344

Website: howardbailey.com

Specialties: Financial planner

Other points of interest:

  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointment required
  • Appointments recommended

Opinions: This company has 38 reviews on Google My Business.

Average opinion: 4.8/5.

👍 Reviews of Howard Bailey Financial, Inc.

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
chuck M.
5/5

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

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Jim F.
5/5

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

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Doug M.
5/5

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.

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Linda S.
5/5

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.

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Rich M.
5/5

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...

Rich and Carole Mullins

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Dan D.
5/5

We received an invitation in the mail for a free meal at Ruth’s Chris just to sit an listen to a presentation. My wife and I had ZERO intention of “signing” up for anything! That was until we listened to Reid Braun present on how taxes were “on sale” currently and around how much our 401k will actually cost us in retirement. My wife and I listened and realized everything Reid spoke about was exactly what we were facing. So we decided to “give it a whirl” and book an appointment. We figured what harm would it be just to sit down with Reid and listen to what he had to say. It is probably the single most important and smartest decision we’ve ever made! After a few meetings with Reid, who got to know us, who understood what we were looking to do and what our concerns were, we realized the personalized plan Reid provided to and for us and us alone was something we could never come up with. Once we found out we could actually retire now if we wanted to, we could! It was if a “silent” weight on our shoulders was lifted! Our plan allows us to have a life time of income. I can tell you, Howard Bailey has a customer for life! Thank you Reid Braun, if anybody reading this is on the fence about a financial planner, think no more! I HIGHLY recommend Howard Bailey and ask for Reid!

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Jane S.
5/5

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.

Howard Bailey Financial, Inc. - Fort Wayne, Indiana
Deb M.
5/5

We have been with HB for almost 10 years. Everybodies expectations are different for retirement and they set you up for your OWN expectations. Love the giving back as well. As working at the Community Harvest Food Bank

Love the Howard Bailey Family and our meetings at wineries as well.

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