Our Mission

Our mission at John Bailey Financial is to build trusting relationships with our clients and the community and to be a valuable resource in helping them plan and invest. We will accomplish this by providing sound financial planning and excellent client service.

Client Centered

Client Centered

Nothing can replace a personal relationship with a trusted advisor who truly understands your needs.  Our client relationships are built on four key pillars: Trust, Communication, Understanding & Independent, objective advice. As we develop strategies to help you pursue your goals, we want to make sure you’re comfortable and confident with the decisions you make.  Your questions, comments and suggestions are not only welcome – they are an essential part of the financial planning process.

JBF Process

We create strategies that are tailored to your needs and goals.

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Products and Services

Years of experience have prepared us to guide you through your life transitions.

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Financial Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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An Invitation

An Invitation

 We’d like you to come by for a visit to learn about your situation. We’ll ask you questions about where you are, where you’d like to be and what challenges lie ahead. We’ll answer any questions that you may have about us and then together we’ll decide if it makes sense to continue, or not.

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