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Bailey & Associates

Building and Preserving Wealth

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Our Mission

At Bailey & Associates, our mission is simple: To learn more about you, understand your needs and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

OUR HISTORY

After graduating college in 1970, Richard Bailey began his career selling insurance with American General.  He was soon promoted to Regional Manager before deciding to venture out on his own.   He started Bailey & Associates from his home in 1974 and bought the office building we operate from in 1981. 

Under Richard’s leadership, Bailey & Associates has experienced growth that has expanded our service areas beyond Pontotoc County, Oklahoma, into many other communities in multiple states where we now serve the financial and insurance needs of thousands of consumers from every walk of life. 

At Bailey & Associates, nothing is more important to us than family.  That’s why we take such care in helping our clients.  For more than 48 years, we’ve been providing clients with services to prepare for their own retirements while leaving a legacy to their families.  Richard started this business as a way to provide for his family while helping other families plan for the future. 

The Bailey & Associates team is driven by Richard’s work ethic, passion, and determination to provide the same level of personalized service that we have exhibited from the beginning.  We look forward to serving you and your family at every stage of life.


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Our Process

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

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Retirement

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

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DISCOVER HOW WE CAN HELP YOU MAKE A FINANCIAL PLAN FOR RETIREMENT BASED ON YOUR SPECIFIC NEEDS

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