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 M
The Testimonial above was provided by a client of Howard Bailey Financial, Inc. and/or Howard Bailey Securities, LLC (“Howard Bailey”). No compensation was provided for this Testimonial. However, this Testimonial was selected, and any emphasis added, by Howard Bailey staff for display on this page because it was positive rather than having been selected at random.

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
The Testimonial above was provided by a client of Howard Bailey Financial, Inc. and/or Howard Bailey Securities, LLC (“Howard Bailey”). No compensation was provided for this Testimonial. However, this Testimonial was selected, and any emphasis added, by Howard Bailey staff for display on this page because it was positive rather than having been selected at random.

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.

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!

Dan D
The Testimonial above was provided by a client of Howard Bailey Financial, Inc. and/or Howard Bailey Securities, LLC (“Howard Bailey”). No compensation was provided for this Testimonial. However, this Testimonial was selected, and any emphasis added, by Howard Bailey staff for display on this page because it was positive rather than having been selected at random.