We have been with Howard Bailey approximately 8+ years. They are extremely knowledgeable, professional and have a genuine interest not only as a financial planner but take a great interest in our family. We have quarterly meetings where they review our account with us and make recommendations.They meet our every need. We highly recommend them.Robert HNo compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.
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.Linda SNo compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.
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!Rich M
Our only regret is that we didn't do it sooner...No compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.
I’m a new client to Howard Bailey. The staff is professional, efficient and very knowledgeable. I’ve been treated with such great respect and personal concern. I would highly recommend Howard Bailey for any financial needs.Michela G
Wonderful people, professional services and excellent advice!Jerry L
Great financial advice!Rose F
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.Jane S
We received an invitation in the mail for a free meal at Ruth’s Chris just to sit and 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.Dan D
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 and is on the fence about a financial planner, think no more! I HIGHLY recommend Howard Bailey and ask for Reid!