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. 

Serving you well is

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.

mark bailey

Mark Bailey

Managing Partner & Senior Portfolio Manager

ginger baker

Ginger Baker

Relationship Manager & Financial Advisor

wojciech biernat

Wojciech Biernat

SR. Investment Strategist & Financial Advisor

lauren gould

Lauren Gould

Client Service Associate

susan parisi

Susan Parisi

Client Service Manager

charlene reekie

Charlene Reekie

SR. Client Service Associate

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.

retirement planning

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.

buffalo New York

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.

When you are our client, you can count on having a trusted advocate in your corner.
Bailey Financial Group

Utilities industry

Helping utilities employees manage their pensions and retirement benefits


Planning and preparation for your goal of enjoying a comfortable retirement 


Strategies for preserving your assets and providing steady income for retirement

Corporate retirement plans

Guidance for plan sponsors and investment education for plan participants

corporate executives

Navigating your company retirement plan, stock options and executive compensation

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

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