Stopped in for a personal review that I needed help with and met with Alec and Brady I cant praise them enough for the valuable help they gave me! I give them 10 stars here if I could I do recommend this place.
March 2023
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
October 2022
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.
Stopped in for a personal review that I needed help with and met with Alec and Brady I cant praise them enough for the valuable help they gave me! I give them 10 stars here if I could I do recommend this place.
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.