Howard Bailey Financial, Inc. Covington Rd, Fort Wayne

Howard Bailey Financial, Inc. Reviews

• R

  Robert Haverstick
  5

  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.

  Response from the owner

  Hello Robert. Thank you very much for your feedback. We love hearing from the clients who have been with us for many years! To our entire team, our clients are like extended family. We hope to see you soon at one of our upcoming events. Have a great day!

• J

  Jim Fields
  5

  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

  Response from the owner

  Hello Jim ... Thank you for taking time to write such a thorough review. We appreciate the opportunity to understand where we are doing well, and where we can improve. We as a team love working with Brad Smock also, and we will be sure to share your feedback with Brad. Thank you for your recommendations to family and friends - this is truly the biggest compliment we can receive. Have a great day!

• J

  Jane Sasur
  5

  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.

  Response from the owner

  Hi Jane ... Greetings from Indiana! Thank you for taking the time to share your feedback. Even though we work with you through virtual meetings, we are happy to hear that the experience feels inclusive and not distant. Please reach out to us at any time, for any questions or concerns. We will share your feedback with Ryan also. Have a great weekend!

• L

  Linda Shady
  5

  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.

  Response from the owner

  Hello Linda ... A huge THANK YOU for trusting us to help your family as well. Referrals are the biggest compliment we can receive! Thanks for seeing us as your advisor, and your friend. Have a great day!

• D

  Dan Drabik
  5

  We received an invitation in the mail for a free meal at Ruth’s Chris just to sit an 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. 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 is on the fence about a financial planner, think no more! I HIGHLY recommend Howard Bailey and ask for Reid!

  Response from the owner

  Hi Dan ... First, we are thrilled to have you as a client. Thank you for trusting us for planning one of your most important life stages. Also thank you for the thorough feedback about our dinner seminar at Ruth's Chris. Our goal in both the seminar and the first Discovery visit is to help people vs. present a sales pitch - and, we are very happy that you, your wife and Reid were a great fit. We will be sure to pass your feedback along to Reid as well - I am sure he will be humbled to hear your recommendation of him. We appreciate you taking the time to write an honest and thorough review.

• R

  Rich Mullins
  5

  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

  Response from the owner

  Hi Rich ... We really appreciate your feedback and kind words. We're thrilled that you selected Howard Bailey after so long with another firm, and we are looking forward to working with you for many years!

• D

  Deb Magsam
  5

  We have been with HB for almost 10 years. Everybodies expectations are different for retirement and they set you up for your OWN expectations. Love the giving back as well. As working at the Community Harvest Food Bank Love the Howard Bailey Family and our meetings at wineries as well.

  Response from the owner

  Hi Deb ... We appreciate your feedback. We are looking forward to getting back to our community events soon! Looking forward to seeing you at the next client event!!

• M

  Michela Glad
  5

  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.

  Response from the owner

  Hi Michela ... We appreciate your feedback, as well as your trust in us for your financial future. Have a great day!

• S

  SHARON GILBERT
  5

  We are new to having a financial advisor, they have exceeded all our expectations. We are newly retired and feel we are on the perfect path, with Brad Simich’s advise, for a wonderful retirement life…

  Response from the owner

  Hello Sharon ... Congratulations on your recent retirement! We understand that choosing the right advisor is a big life decision, and we are honored that you decided to work with us. All the best!

• D

  Douglas Arnold
  5

  It is rare that in this day and age a company put such an emphasis on customer service. Howard Bailey is such a company, and I've gotten very good results by employing them.

  Response from the owner

  Hi Douglas. Thank you for taking the time to share your thoughts in a Google review. We strive to place a high emphasis on the experience you receive when you visit our office, or attend one of our events. We appreciate you sharing that experience so that we may be able to help others in the future. Have a great day!