PLANNING FOR EVERY MILESTONE
and each member of your family.
We know you work hard, invest diligently and budget responsibly for the important goals in your life.
At Bailey Financial Group, we’ve built our own careers on helping folks get there.
One thing we’ve learned over decades of helping people is that diligently planning in advance is the best way forward. Let’s personalize a holistic plan that addresses all the important financial matters in your life and guide you in making well-informed decisions – today and all the way through retirement.
Our Greatest Achievement
We’re here for you.
It goes beyond just investment management to any matter that money touches.
It’s about applying our problem-solving abilities to any financial challenge or complexity that comes along.
It’s about building a deep and trusted relationship with you and your loved ones.
Above all, it’s about being here for you at every milestone in your life.
Helping Our Clients
Build a Retirement Plan
We find it best to meet with new clients three to five years before their anticipated retirement date, as this allows ample time for proper planning and time to implement preretirement strategies and action steps for pursuing your goal of a comfortable retirement.
Supporting Our Community
And All Who Live Here
Our roots run deep in Buffalo and the surrounding area. Many of us were born and raised here and have called it home for our entire lives. Our hometown deserves to share in the success we enjoy, and so we choose to give back whenever we can.
Sharing Our Knowledge
On Investing
We’ve compiled resources on investment insights and strategies, as well as market and economic commentary. It’s another way we share knowledge about timely financial issues and relevant topics that may be of personal interest.
Utilities industry
Helping utilities employees manage their pensions and retirement benefits
Bailey Financial Group New York Offices
Buffalo, New York Office
6779 Main Street
Williamsville, NY 14221
T: 716.565.5460 | F: 716.565.5461
Syracuse, New York Office
5789 Widewaters Pkwy., 1st Floor
Dewitt, NY 13214
T: 716.565.5460 | F: 716.565.5461
We're Here For You
And Our Community
