Insights

Growing Client Base Howard Bailey Financial is expanding its physical presence with new offices in Carmel and Perrysburg, along with serving clients nationwide virtually, indicating opportunities to introduce comprehensive financial products and digital engagement tools.

Focus on Retirement Planning Specializing in pre-retirement and retirement planning, the firm presents a strong avenue to cross-sell specialized investment products, annuities, and estate planning services to a loyal demographic nearing or in retirement.

Technology Utilization With a tech stack including Salesforce, Signal, and Google Maps, Howard Bailey demonstrates a focus on digital efficiency and client engagement, offering potential for advanced CRM integrations, client communication solutions, and data analytics tools.

Community Engagement Active participation in events like Exotics & Espresso reveals a brand presence in community activities, providing opportunities for marketing partnerships, sponsorship offerings, and targeted outreach to affluent demographics.

Employee and Leadership Growth Recent hiring of multiple client service specialists and office managers suggests a commitment to growth and personalized client service, opening doors for tailored enterprise solutions, staff training platforms, and customer experience enhancements.

Howard Bailey Financial, Inc. Tech Stack

Howard Bailey Financial, Inc. uses 8 technology products and services including Signal, Salesforce, Bold Chat, and more. Explore Howard Bailey Financial, Inc.'s tech stack below.

  • Signal
    Communications Technology
  • Salesforce
    Customer Relationship Management
  • Bold Chat
    Live Chat
  • Google Maps
    Maps
  • Constant Contact
    Marketing Automation
  • PWA
    Miscellaneous
  • PHP
    Programming Languages
  • Gravity Forms
    Web Platform Extensions

Media & News

Howard Bailey Financial, Inc.'s Email Address Formats

Howard Bailey Financial, Inc. uses at least 1 format(s):
Howard Bailey Financial, Inc. Email FormatsExamplePercentage
FirstLast@howardbailey.comJohnDoe@howardbailey.com
70%
First@howardbailey.comJohn@howardbailey.com
21%
FirLast@howardbailey.comJohDoe@howardbailey.com
7%
FirstLas@howardbailey.comJohnDoe@howardbailey.com
2%

Frequently Asked Questions

What is Howard Bailey Financial, Inc.'s official website and social media links?

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Howard Bailey Financial, Inc.'s official website is howardbailey.com and has social profiles on LinkedIn.

What is Howard Bailey Financial, Inc.'s SIC code NAICS code?

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Howard Bailey Financial, Inc.'s SIC code is 1542 - General Contractors-Nonresidential Buildings, Other than Industrial Buildings and Warehouses NAICS code is 52 - Finance and Insurance.

How many employees does Howard Bailey Financial, Inc. have currently?

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As of December 2025, Howard Bailey Financial, Inc. has approximately 39 employees across 1 continents, including North America. Key team members include Chief Marketing Officer - Brand And Marketing Strategy | Leadership Team | Growth Strategy: S. S.Vice President - Certified Financial Planner™: M. C.President: C. W.. Explore Howard Bailey Financial, Inc.'s employee directory with LeadIQ.

What industry does Howard Bailey Financial, Inc. belong to?

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Howard Bailey Financial, Inc. operates in the Financial Services industry.

What technology does Howard Bailey Financial, Inc. use?

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Howard Bailey Financial, Inc.'s tech stack includes SignalSalesforceBold ChatGoogle MapsConstant ContactPWAPHPGravity Forms.

What is Howard Bailey Financial, Inc.'s email format?

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Howard Bailey Financial, Inc.'s email format typically follows the pattern of FirstLast@howardbailey.com. Find more Howard Bailey Financial, Inc. email formats with LeadIQ.

When was Howard Bailey Financial, Inc. founded?

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Howard Bailey Financial, Inc. was founded in 2002.

Howard Bailey Financial, Inc.

Financial ServicesIndiana, United States11-50 Employees

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.

Section iconCompany Overview

SIC Code
1542 - General Contractors-Nonresidential Buildings, Other than Industrial Buildings and Warehouses
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Howard Bailey Financial, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Howard Bailey Financial, Inc.'s revenue is estimated to be in the range of $50M$100M

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