Guide > Hospital in Indiana > Hospital in Fort Wayne > Howard Bailey Financial, Inc.
Howard Bailey Financial, Inc.
5916 Covington Road, Fort Wayne, IN 46804
Location & Phone number
5916 Covington Rd, Fort Wayne, IN 46804, United States
About the Business
Howard Bailey Financial, Inc. is a finance institution located at 5916 Covington Road, Fort Wayne, Indiana, United States. We specialize in building custom retirement strategies that aim to reduce risk, increase income, and mitigate tax for our clients. Our process starts with understanding your unique financial philosophy and the true purpose of your money in retirement. Through personalized one-on-one meetings, continued education, and a comprehensive team-planning approach, we have helped retirees nationwide secure their financial futures.
Our team of advisors and support specialists are dedicated to providing the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started on defining your Purpose, Financial Planning, and Creating Meaning in retirement. Our L.I.F.E. Plan covers key pillars for your money in retirement, including Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We aim to deliver a customized framework that allows you to find meaning in retirement and live your purpose every day.
If you have questions about your financial strategy or want to start building your Retire with Purpose Framework™, schedule a complimentary one-on-one Personal Financial Review with one of our advisors. We are here to help you achieve financial freedom and discuss your retirement strategy.
Please note that Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Howard Bailey Financial, Inc.™ offers insurance products and services, and both companies are affiliated. It's important to understand that investing involves risk, and no investment strategy can guarantee a profit or protect against loss. Additionally, any references to protection benefits or income streams on our website pertain to fixed insurance products, not securities or investment advisory products.
We are committed to helping you live life to the fullest without worrying about working forever to retire. For more information, visit our website or schedule a consultation with our team.
Photos
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
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. Charles Miller"
"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."
"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"
"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"
"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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