At Howard Bailey Financial, we believe that the best measure of our success is the success of our clients. Our mission has always been to provide personalized, practical financial strategies that help you gain clarity and elevate meaning in your life.
But don't just take our word for it—hear directly from those who have worked with us.
“These statements may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success, or similar services.”
The team is the most attentive group I’ve ever had. The last advisors I had did not contact me for the last year I was with them. Your group is always cordial and hospitable when we come in for a meeting. We are glad we are part of he Howard Bailey team!
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
Isaac is really helpful in explaining our choices for investment.
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
All staff very friendly and professional. Have really enjoyed getting to know Rob !
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
I'm new to Howard Bailey Financial, and Chris and Tessa have been awesome to work with. They made moving my accounts over smooth and as painless as possible. Big thanks to both of you!
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
I first became aware of Howard Bailey after reading an article about financial planning and it mentioned the hired a Chief Purpose Officer to help clients with the non-financial side of retirement.
That lead me to the Retire with Purpose podcast. I really enjoyed the format and thoughtful discussions and found myself listening to several podcasts per day.
Just about every episode spoke to me at different levels. I found the financial based conversations stimulating and also liked the discussions about how to live a purposeful life after a lifetime of working.
I was not 100% happy with our current advisory firm so I reached out to Les McDaniel and set up an introductory call.
Since then, everyone I've dealt with at Howard Bailey has made me feel at ease.
We have put together a great framework with our advisor, Issac, and look forward to a rewarding retirement.
That lead me to the Retire with Purpose podcast. I really enjoyed the format and thoughtful discussions and found myself listening to several podcasts per day.
Just about every episode spoke to me at different levels. I found the financial based conversations stimulating and also liked the discussions about how to live a purposeful life after a lifetime of working.
I was not 100% happy with our current advisory firm so I reached out to Les McDaniel and set up an introductory call.
Since then, everyone I've dealt with at Howard Bailey has made me feel at ease.
We have put together a great framework with our advisor, Issac, and look forward to a rewarding retirement.
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
I would love to have some help seeing a financial plan. When to start SSec, how to take pension, optimizing taxes, affects of new laws,....
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
Best team ever. We appreciate Ryan for his caring and professional manner. He also has a solid team supporting him and our needs.
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
Ryan has been awesome to work with and a major reason we chose Howard Bailey. He is very knowledgeable, educates his clients and really listens to what you need and want from your retirement. We feel very lucky to have Ryan and the entire Howard Bailey Team guiding us to financial success in our golden years!
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
The process they used was totally different from the company I left. They analyzed our situation and asked about our future desires and made recommendations that would suit us.
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.
Isaac has been very informative about our financial portfolio and how we should invest for our retirement!
A current client and no compensation was provided. The ratings and comments reflect
each client's own views and opinions, and there are no conflicts of interest.