Bailey Financial Management and Insurance Services
About the Business
Bailey Financial Management and Insurance Services is a trusted institution located at 15615 Alton Parkway in Irvine, California. As a finance and insurance agency, we specialize in providing expert financial planning and risk management solutions to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, or insurance coverage, Bailey Financial Management and Insurance Services is here to provide personalized and comprehensive solutions tailored to your unique needs. Trust us to help you secure your financial future.
Photos
Location & Phone number
15615 Alton Pkwy #450, Irvine, CA 92618, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I used Bailey Financial Management and Insurance Services for purchasing a life insurance policy when I was in my 30s. Boy, was I ever glad that I did when the unexpected happened and my husband died suddenly. Bailey Financial Services assisted me in my time of grief to process the paperwork and get the check in my hand within 3 days for final expenses. After my husband's death, Robert Bailey advised me on my goal of purchasing long-term health care in case I am in need of skilled or assisted living in my elderly years. I purchased a unique asset- based life insurance with a long-term health care rider from Bailey Financial Services. Either way, it seems to be a win-win policy. If it is needed for long term care needs, it will be there, but if I don't ever use it, the principal amount becomes life insurance for my beneficiaries. I highly recommend Bailey Financial Management and Insurance Services."
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