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About

About This Business

Howard Bailey Financial provides retirement planning services, including retirement coaching and transparent fee structures. The company assists clients with custom financial strategies through one-on-one meetings and team-planning approaches.

BBB Accredited Since: 11/4/2005

Years in Business: 31

Products and Services

Estate Planning, Financial Advisory, Insurance Products, Investment Advisory, Retirement Coaching, Retirement Planning, Tax Planning

Business Details

BBB File Opened:
11/15/2005
Business Started:
9/1/1994
Business Started Locally:
9/13/1994
Date of New Ownership:
3/1/2022
Business Incorporated:
2/25/2011
Type of Entity:
Corporation
Alternate Names:
Howard Bailey Financial, Inc.
Business Management:
Mr. Brian Singer, President
Mr. Casey Weade, CEO
Ms. Rachel Lockwood, Director of Business Operations

Additional Contact Information

Principal Contacts
Mr. Brian Singer, President
Mr. Casey Weade, CEO
Customer Contacts
Mr. Brian Singer, President
Mr. Casey Weade, CEO
Ms. Rachel Lockwood, Director of Business Operations
Fax numbers
Primary Fax: (317) 852-9505
Additional Phone Numbers
Other Phone: (877) 888-9153
Other Phone: (866) 482-9559
Other Phone: (888) 899-8344
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Latest Reviews

  • Aaron C

    "Howard Bailey is a total ripoff willing to sell your investments to people for handsome commissions while the investors are stuck with investments they can't get out of and continue to get out of. REMOVEDput me into 2 different companies ( REMOVEDand REMOVED) which have both completely tanked in the 10 years I've been forced to hold them without being able to sell them." ... Read full review

  • Lisa K

    "I have called Howard Bailey in REMOVEDon multiple occasions and requested to be removed from their mailing list and it is not happening. I have called them now three times since February of 2024 and each time I am guaranteed that I will be removed and yet I still receive mailings from them."

View all Reviews

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