Howard Bailey Financial, Inc.
2280 Levis Commons Boulevard, Perrysburg, OH 43551
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Howard Bailey Financial, Inc. is a finance institution located at 2280 Levis Commons Boulevard in Perrysburg, Ohio, United States. We specialize in building custom retirement strategies to help reduce risk, increase income, and mitigate taxes. Our process begins with establishing your unique financial philosophy and the purpose of your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our team of advisors and support specialists strive to deliver the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started with defining your Purpose, Financial Planning, Creating Meaning, and a customized L.I.F.E. Plan covering Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We also offer guidance on Social Security benefits and how they can play a role in your overall strategy. Our founder and CEO, Casey Weade, has authored a best-selling book called Job Optional, which teaches how to live life to the fullest without worrying about retirement. We produce educational content through videos, radio shows, and webinars accessible at Retire With Purpose. Whether you have questions about your financial strategy or are ready to start planning your retirement, we are here to help. Please note that investment services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Additionally, insurance products and services are offered through Howard Bailey Financial, Inc™. We look forward to discussing your retirement strategy and financial freedom with you.
Reviews
"NON STOP JUNK MAIL."
"The seminar was great and Isaac Berg explained in great detail how we could benefit from a plan made just for our personal needs. Looking forward to working with him down the road."
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