


Howard Bailey Financial Revenue
Financial Services • Fort Wayne, Indiana, United States • 21-50 Employees
Howard Bailey Financial revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Key Contacts at Howard Bailey Financial
Casey Weade
Ceo & Founder
Stephen Salcedo
Chief Marketing Officer - Brand And Marketing Strategy | Leadership Team | Growth Strategy
Rachel Lockwood
Director Of Business Operations
Kimberly Milentis
Director Of Client Experience
Company overview
| Headquarters | 5916 Covington Rd, Fort Wayne, Indiana 46804, US |
| Phone number | +12604829779 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Trusts, Asset Protection, IRA, Income Planning, Health Insurance, Retirement Planning, Stock Market, Life Insurance, Long Term Care, Financial Planning, Estate Planning, 401(K), Growth Planning, Liquidity Planning, Fort Wayne Retirement |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Howard Bailey Financial Email Formats
Howard Bailey Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@howardbailey.com), used 64.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@howardbailey.com | 64.3% |
{first name}{last name} | johndoe@howardbailey.com | 31% |
{last name}{last name} | doedoe@howardbailey.com | 4.8% |
About Howard Bailey Financial
Howard Bailey’s mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our team of Advisors, Associate Advisors, and professionals from our Client Services, Impressions, Operations, and Marketing teams strive to deliver the very best experience in pre-retirement and retirement planning. Through education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible. Our purpose: To Grow People Who Grow People. Our Core Values: Collaboration, Dedication, Efficiency, Humility, Innovation, Integrity, Trust, and Respect. Our long-term goal: We will positively impact the lives of our clients, team members, and community for the next 100 years and beyond. Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka, Carmel and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. We offer competitive compensation, health insurance, 401K, life insurance, disability, paid time off, and volunteer time off. Visit howardbailey.com for full disclosures.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Howard Bailey Financial has 22 employees across 8 departments.
Departments
Number of employees
Funding Data
Howard Bailey Financial has never raised funding before.
Howard Bailey Financial Tech Stack
Discover the technologies and tools that power Howard Bailey Financial's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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