Insights

Growth and Expansion Howard Bailey Financial has recently expanded its physical presence with new offices in Carmel and Perrysburg, indicating a focus on increasing local market reach and client acquisition, presenting opportunities for targeted regional service offerings.

Technological Adoption The company utilizes a modern tech stack including Salesforce, Signal, and Google Maps, suggesting openness to integrated financial planning solutions and digital engagement tools that can enhance client experience.

Client Engagement Howard Bailey emphasizes individualized financial planning and educational approaches, which indicates a potential interest in innovative client communication platforms or personalized financial advisory solutions.

Market Positioning With annual revenue between 50 and 100 million and a dedicated team serving across multiple states and virtually, the company positions itself as a significant mid-sized competitor, making it a strategic target for premium financial service partnerships.

Community and Values The company's strong focus on community involvement, growth-minded culture, and core values aligned with trust and integrity suggest potential for value-driven partnership opportunities, especially in providing ethical and socially responsible financial products.

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

Where is Howard Bailey Financial, Inc.'s headquarters located?

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Howard Bailey Financial, Inc.'s main headquarters is located at 5916 Covington Road Fort Wayne, Indiana 46804 United States. The company has employees across 1 continents, including North America.

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 NAICS code?

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Howard Bailey Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

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

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As of April 2026, Howard Bailey Financial, Inc. has approximately 42 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

Headquarters
5916 Covington Road Fort Wayne, Indiana 46804 United States
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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