Best Morgan Stanley Fort Wayne Near Me

Angel Suttle: Wonderful firm! Mike Reed is a cut above the rest and WestPoint truly made me feel comfortable with understanding financial services.

ckor12: Has been our financial advisor for six years.

Sandy Graft: Very pleased with the professional way I am treated on my visits.

Doug Mccoy: 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.

Bill Hackett: Positive:ProfessionalismThey are superb. They treat us like we are big shots.

kevin kline: Positive:ProfessionalismThey have a complete “full Service “ approach to fulfilling your retirement needs guided by your tolerance of risk.

Kim Burdick: Positive:ProfessionalismHoward Bailey Financial, Inc. Is a staff of family friendly, professional people dedicated to helping people like me with good sound financial advice

Ruth Hile: Positive:ProfessionalismHoward Bailey has been very professional and has helped invest my money in safe companies I didn't know existed.

Jane Sasur: 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.

Joe Elston: Positive:ProfessionalismProfessional and local business

Mike Dyer: Positive:Professionalism,Quality,Responsiveness,ValueThis is a Financial advisor that know what they are doing.👍

George Reeves: Positive:Value

David Frazier: Positive:Professionalism,Quality,Responsiveness,ValueWe have been with Howard Bailey for 3 years and have found them to always be professional, friendly and very responsive to our needs.

Sue Baker: Positive:ProfessionalismI highly recommend Howard Bailey! Been with them for around 5 years and I have complete trust and confidence in their recommendations and advice.

Douglas Arnold: Positive:Professionalism,ResponsivenessIt 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.

Chuck Clauss: Positive:ProfessionalismI was drawn to the concept of " It does not hurt to look at a second opinion of financial planning and goals" I was impressed by the review and broad presentation provided.

Janet Ryan: Positive:ProfessionalismAn excellent financial services firm all around. Down to earth and trustworthy.

Dan Drabik: 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!

Rich Mullins: 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

Deb Magsam: 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 BankLove the Howard Bailey Family and our meetings at wineries as well.

Rick Paczkowski: Positive:ProfessionalismThe agents are professional but need to be more responsive to my needs.