The Bailey Group is the largest pure employee benefits firm in North Florida with over 70 full-time representatives, each dedicated to being an extension of their clients' HR departments. In addition to their employee benefits offerings, The Bailey Group has a dedicated Well-Being & Engagement team focused on helping clients build successful and sustainable wellness programs that generate results. Health insurance for individuals and families is provided as a local agency for Florida Blue, and financial services (from retirement planning to investments) are provided for both employers and individuals.
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We provide a full suite of consulting and advisory services for: Businesses - Financial and operational health assessments Quarterly, annual, and long-term budgeting and forecasting Full financial statement buildouts, reviews, and proformas Business analytics and insights (customer, market share, and more) Accounting and Finance training including follow-ups Business information systems setup, training, and support Professional training on utilizing data in business, analytics techniques, marketing, talent acquisition, hedging strategies, using AI, and more Individuals and Families - Personal and family financial health assessments Setting and maintaining financial goals Life planning (marriage, divorce, retirement, estate) Investment strategies (401K, IRA, or complex diversification) Other personal financial questions, training, or consultation We are here to assist our community families and businesses in unlocking their true potential. No question or problem is too big or too small and we stand behind our client’s results Your success is our success, and we settle for nothing less!
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
