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Loren Bailey | Registered Representative and Investment Advisory Representative of and securities and investment advisory services offered through LifeMark Securities Corp., 400 West Metro Park, Rochester, NY 14623, 585-424-5672, Member FINRA/SIPC. Click here for FINRA Broker Check.
Call (212) 634-7183
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simplifying financial planning, securing your future
Expert Advice for Those Looking to Navigate Their Financial Future with Confidence
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Comprehensive Financial Advising with Flat Fee Options
Personalized Planning for Individuals Ready to Invest in Their Future
plan today for the tomorrow you deserve
With over 30 years of experience, I offer flat-fee as well as ongoing advice to help you navigate life insurance, Medicare, investments, and retirement with confidence. I am here to guide you every step of the way. I can help with one or a combination of these needs.
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Financial Planning & Advice
I create tailored plans to help both businesses and individuals plan for their goals and prepare for a comfortable and stress-free retirement.
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Medicare
I offer expert advice to maximize your retirement and healthcare benefits and align them with your financial goals.
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Investment Strategies
I design personalized investment strategies to grow your wealth and meet your financial objectives.
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Personalized financial advice you can trust
What Makes Loren Bailey Different from Other Financial Advisors
At Loren Bailey, I offer clear and straightforward financial advice with a flat fee structure. I help individuals navigate life insurance, Medicare, investments, and more, giving you peace of mind for your future. I help businesses develop strategies for their goals, retirement plans, and for ownership transfers. Enjoy tailored guidance without hidden costs or confusing terms.
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Flat Fee Structure
I offer affordable advice, avoiding commission-based models, so your financial goals always come first.
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Personalized Guidance
I create tailored financial plans to fit your unique goals and life stages.
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Diverse Expertise
I specialize in life insurance, Medicare, and investments, offering comprehensive financial support under one roof.
Your goals. Your Future. Your Plan. It all starts today!
Secure Your Future Before It’s Too Late
Our Partners
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Articles
Common Questions
I charge a flat fee for my financial planning services. This ensures you know exactly what you’re paying for without any surprises. Whether it’s a one-time advice session or ongoing support for retirement, 401k, or any other financial matters, I keep it straightforward and transparent. Click on the link below to view prices.
I offer a range of financial services, including life insurance, Medicare planning, and investment strategies. I’m here to help you make informed decisions and secure your financial future with personalized guidance tailored to your needs.
I help you plan for retirement by creating a personalized strategy that aligns with your goals. Together, we look at your savings, investments, and other retirement funds to ensure you’re on track for a comfortable future. With ongoing advice, I guide you through every step to make your retirement dreams a reality.
Yes, I can help manage your 401k by providing tailored advice to optimize your investments. I’ll assess your current plan and suggest adjustments to align with your financial goals, ensuring it supports your retirement objectives effectively.
The Medicare landscape has become complex and promises to become more so in the upcoming years. I help you navigate the Medicare process by explaining what it is, and how to best access the best healthcare benefits that you have paid into as a working person. I will walk you through your options, recommending plans and providers that fit your individual health and financial needs. Together, we’ll assess which the most appropriate coverage, ensuring the most informed choices for your healthcare needs.
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