Bailey Financial Planning - Salem, Ohio
Address: 992 E State St, Salem, OH 44460.
Phone: 03377792.
Website: baileyfinancialplanning.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Bailey Financial Planning
Bailey Financial Planning: A Trusted Partner for Your Financial Future
Bailey Financial Planning stands as a dedicated and reputable financial planner located at 992 E State St, Salem, OH 44460. Accessible via phone at 03377792 and online at baileyfinancialplanning.com, Bailey Financial Planning offers personalized financial strategies designed to meet the unique needs of each client. The firm prides itself on a commitment to building long-term relationships based on trust, transparency, and a deep understanding of the clientâs financial goals.
Location and Accessibility: Situated in Salem, Ohio, Bailey Financial Planning is strategically positioned to serve clients in the surrounding area. The office is thoughtfully designed with accessibility in mind, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to inclusivity ensures that all clients can comfortably and confidently access the services offered. Furthermore, the facility includes standard restrooms for general use. Appointments are highly recommended to guarantee dedicated time and personalized attention from the team.
Services and Expertise
At its core, Bailey Financial Planning specializes in comprehensive financial planning services. They assist individuals and families in navigating the complexities of wealth management, retirement planning, investment strategies, and estate planning. The firm's approach is holistic, considering all aspects of a clientâs financial life to create a cohesive and effective plan. Their expertise extends to:
- Retirement Planning: Developing strategies to secure a comfortable and financially stable retirement.
- Investment Management: Constructing diversified investment portfolios aligned with individual risk tolerance and financial objectives.
- Estate Planning: Assisting clients in protecting their assets and ensuring their wishes are honored.
- Financial Education: Providing clients with the knowledge and tools to make informed financial decisions.
- Tax Planning: Working with clients to minimize their tax liabilities and optimize their financial outcomes.
The team at Bailey Financial Planning stays abreast of the latest market trends and regulatory changes to ensure that their clients receive the most current and relevant advice. They believe in a collaborative approach, working closely with clients to understand their values, priorities, and long-term aspirations.
Client Feedback and Reputation
Recent feedback suggests a consistently high level of satisfaction among Bailey Financial Planningâs clients. The company has garnered a remarkable average rating of 5/5 on Google My Business, reflecting a strong commitment to client service and professional expertise. Clients frequently praise the firm's down-to-earth approach and the teamâs evident knowledge about the market. Many clients appreciate the personalized attention and the feeling of being truly understood. The firmâs dedication to accessibility, both physically and in terms of communication, further contributes to its positive reputation.
Key Features and Benefits
Bailey Financial Planning distinguishes itself through several key features:
- Personalized Service: Each client receives tailored financial plans designed to meet their specific needs.
- Experienced Professionals: The team comprises experienced and knowledgeable financial advisors.
- Transparent Communication: Clients are kept informed throughout the planning process.
- Holistic Approach: Financial plans consider all aspects of a clientâs financial life.
- Commitment to Accessibility: The office is designed to be welcoming and accessible to all clients.
The firmâs consistent positive reviews indicate a strong dedication to client satisfaction and a genuine desire to help individuals achieve their financial goals. The accessible facilities further demonstrate a commitment to inclusivity and customer service. Potential clients are encouraged to schedule an appointment to discuss their financial needs and explore how Bailey Financial Planning can assist them on their journey to financial security. The website, baileyfinancialplanning.com, provides further information about the firmâs services and team.
Contact Information
Address: 992 E State St, Salem, OH 44460
Phone: 03377792
Website: baileyfinancialplanning.com
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom
Appointments recommended
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"summary": "Bailey Financial Planning is a highly-rated financial planner in Salem, Ohio, offering personalized financial strategies and prioritizing client accessibility and satisfaction.",
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👍 Reviews of Bailey Financial Planning
