Howard Bailey Financial

Finance · Indiana, United States · 51-200 Employees

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Overview

Headquarters

5916 Covington Rd, Fort Wayne, Indiana, ...

Phone Number

(866) 482-9559

Revenue

$8.9 Million

Industry

Finance Insurance Securities Trading

About Howard Bailey Financial

Howard Bailey Financial, Inc. provides personalized retirement and financial planning services for individuals, couples, and families. Founded in 2002 as Davenport Financial, the company operates five locations across Indiana and Ohio. It offers a range of services including investment advisory, asset management, cash flow management, tax planning, insurance review, education funding, and estate planning. These services are delivered through affiliated entities, with investment advisory services provided by Howard Bailey Securities, LLC, a registered investment advisor, and insurance products offered through Howard Bailey Financial, Inc.Explore more
Howard Bailey Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Howard Bailey Financial Org Chart

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Director, Client Experience

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Howard Bailey Financial

$8.9M
51-200
Private
-
-
KM
Kimberly MilentisDirector, Client Experience
$9.5M
11-50
Private
<$5M
2009
SA
Sam AouididiChief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
51-200
Private
-
2018
LP
Lydia ParvinChief Development Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
<$5M
2000
SZ
Steven ZanolliChief Compliance Officer & Portfolio Manager
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
Illustration of an envelope

Howard Bailey Financial Tech Stack

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Frequently Asked Questions Regarding Howard Bailey Financial

What is Howard Bailey Financial's official website?
Howard Bailey Financial's official website is www.retirewithpurpose.com
What is Howard Bailey Financial's Revenue?
Howard Bailey Financial's revenue is $8.9 Million
What is Howard Bailey Financial's SIC code?
Howard Bailey Financial's SIC: 62,628
What is Howard Bailey Financial's NAICS code?
Howard Bailey Financial's NAICS: 52,523
How many employees does Howard Bailey Financial have?
Howard Bailey Financial has 51-200 employees
What industry does Howard Bailey Financial belong to?
Howard Bailey Financial is in the industry of: Finance, Insurance, Securities Trading
What is Howard Bailey Financial competition?
Howard Bailey Financial top competitors include: Sandy Morris Financial, Monument Retirement & Wealth Advisory, Solomon Group, McCain & Associates of Ohio
What technology does Howard Bailey Financial use?
Some of the popular technologies that Howard Bailey Financial uses are: Microsoft 365, GoDaddy DNS, Cloudflare Security, Google Workspace
How do I contact Howard Bailey Financial?
Howard Bailey Financial contact info: Phone number: (866) 482-9559 Website: www.retirewithpurpose.com
What does Howard Bailey Financial do?

Howard Bailey Financial, Inc. provides personalized retirement and financial planning services for individuals, couples, and families. Founded in 2002 as Davenport Financial, the company operates five locations across Indiana and Ohio. It offers a range of services including investment advisory, asset management, cash flow management, tax planning,... insurance review, education funding, and estate planning. These services are delivered through affiliated entities, with investment advisory services provided by Howard Bailey Securities, LLC, a registered investment advisor, and insurance products offered through Howard Bailey Financial, Inc.Read More

What are Howard Bailey Financial social media links?
Howard Bailey Financial Twitter page
Is Howard Bailey Financial a public company?
Howard Bailey Financial is private company therefore does not currently have an official ticker symbol
See more information about Howard Bailey Financial

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