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Howard Bailey Financial

Is this your company?

Don't trust the more recent reviews - Look Elsewhere Howard Bailey Financial Employee Review

1.0
28 Aug 2025
Recommend
CEO approval
Business outlook

Pros

Great place to work if you're a conservative white bible thumper who gets too personally involved with your coworkers

Cons

- High turnover in recent years, particularly in management - Culty, toxic culture. You either fit in or you don't. And you'll know it when you don't - No HR when it is desperately needed - CEO says "no room for drama" but the company is filled with catty, gossipy, passive aggressive people. This is the most unnecessarily dramatic workplace I've ever been a part of. There are people who were fired or resigned years ago that are still gossiped about on a regular basis - CEO openly bragged about firing someone for disagreeing with him, then wonders why people find him unapproachable. He is not the only person in management who openly bragged about firing a direct report - It is an open secret that the CEO is "weird with women" (not my words) - You are constantly watched/listened to by management, and management will openly admit this - Advisors are poorly managed and generally do whatever they want, even if it's not compliant. Management knows that many of the advisors choose not to adhere to various policies and advisors largely face no repercussions for it. Advisors can miss meetings or neglect clients and face little to no consequences, then the rest of the staff is stuck dealing with the angry client - Mediocrity is tolerated and high performing employees are expected to pick up the slack - Little opportunity for professional growth - Health coverage for spouses and dependents is unaffordable - Stupid slide in the back office

Explore other reviews about Howard Bailey Financial

5.0
6 May 2023
Recommend
CEO approval
Business outlook

Pros

Love the company! I look forward to going to work everyday and being a part of the team. Leadership encourages and elevates others to find their purpose and pursue personal growth. The owners care and strive to do the best thing not only for their clients but also the team.

Cons

No cons, I love my job.

5.0
17 Oct 2022
Recommend
CEO approval
Business outlook

Pros

Howard Bailey has always worked hard for their clients. I trust the framework HB follows and the advisors so much that I've brought members of my family here to plan for their retirement. I've never felt in ANY situation that an advisor has done something in their own interest. The advisory team always thinks of the client and their needs. Not only is Howard Bailey invested in growing for their clients, but they are invested in growing their employees. In the past year, Howard Bailey has put so much more focus on developing roles and opportunities internally. Leadership works to make sure that the goals of the employees and the goals of the company are aligned. The environment is friendly, collaborative, and breeds empowerment. Continued education and licensing opportunities are available, which helps employees feel supported in growth. I personally have been given opportunities I hardly dreamed of, and I truly feel the Leadership Team sees my potential and is working to help nurture my development.

Cons

With the growth of a company comes some growing pains, one of which can be communication. I think HB sees that pain point and is working to implement easier communication channels across the offices. The onboarding program is also a work in progress that's not up to standard, but is recognized and being worked on daily.

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