Best Financial Advisors in Bay City, MI

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Bay City, MI Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 205 Center Ave, Bay City, MI 48708, USA
Phone (989) 893-2800
Edward Jones
SEC File# 801-3297
CRD# 250
Location 203 N Walnut St, Bay City, MI 48706, USA
Phone (989) 894-1126
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Assured Financial Advisors
Location 1600 Center Ave, Bay City, MI 48708, USA
Phone (989) 892-3953
Cambridge Investment Research
SEC File# 801-63930
CRD# 134139
Location 1108 W Jenny St b, Bay City, MI 48706, USA
Phone (989) 329-9825
Thrivent - Paul Gaiser, CPA, MBA, FIC
5 out of 5
Location 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, USA
Phone (989) 450-7180
IB Wealth Management
Location 623 Washington Ave, Bay City, MI 48708, USA
Brown Financial
SEC File# 801-107128
CRD# 282501
5 out of 5
Location 1486 N Wagner Rd, Essexville, MI 48732, USA
Phone (989) 493-2940
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3145 Tittabawassee Rd Suite B, Saginaw, MI 48604, USA
Phone (989) 793-7788
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
John Howard Piersall - Financial Advisor, Ameriprise Financial Services, LLC
Location 4855 State St Ste 5, Saginaw, MI 48603, USA
Phone (989) 921-4982
Shoreline Financial Group
Location 2711 Center Ave, Essexville, MI 48732, USA
Phone (989) 893-9575
Timothy Todd - Financial Advisor, Ameriprise Financial Services, LLC
Location 2205 Trautner Dr Ste 201, Saginaw, MI 48604, USA
Phone (989) 921-4868
Great Lakes Bay Financial
Location 4901 Towne Centre Rd, Saginaw, MI 48604, USA
Phone (989) 792-2812
Financial Advisors in Bay City, MI

Where Certified Financial Advisors in Bay City, MI Serve

The city of Bay City is located in the state of Michigan and has a population of approximately 34,000 people. Some of the city's landmarks include the Bay City State Recreation Area and the Veterans Memorial Park. The top employers in Bay City are Dow Chemical Company, Bay County, and McLaren Bay Region. The major highways and streets in Bay City are M-25, US-10, and I-75. The neighborhoods in Bay City are Bahl Avenue, Beard Avenue, Columbus Avenue, Garfield Avenue, Grant Street, Jefferson Avenue, Madison Avenue, Monroe Street, Nebraska Avenue, Oakdale Avenue, Pershing Street, and Washington Avenue.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bay City, MI residents have a number of services that banks can provide them. Banks can offer checking and savings accounts, car loans, home mortgages, and credit cards. They can also provide investment advice, insurance products, and help customers with their taxes. In addition, many banks offer online banking and mobile banking so customers can access their accounts from anywhere.

Insurance Broker

Residents of Bay City, MI can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and resolve any issues that may arise. In addition, insurance brokers are often able to get better rates than residents can get on their own.

Retirement Planning

Bay City, MI residents who are looking for help with retirement planning can benefit from working with a financial advisor. Financial advisors can provide residents with information on what to expect in retirement, as well as advice on how to save for retirement and plan for the future. Residents of Bay City, MI who are interested in working with a financial advisor should research their options and ask around for referrals.

Wealth Management

Bay City, MI residents who are looking for a way to manage their wealth can benefit from working with a wealth management firm. Wealth management firms offer a variety of services, including investment advice, retirement planning, and estate planning. They can also help you save money on taxes and protect your assets in case of unforeseen events.

Estate Planning Lawyer

Bay City, MI residents who want to make sure their loved ones are taken care of after they die can work with an estate planning lawyer to create a will and other legal documents that will ensure their wishes are carried out.An estate planning lawyer can help you create a will, power of attorney, living will, and other documents that will help you protect your assets and make sure your loved ones are taken care of after you die. They can also help you set up trusts and other arrangements to provide for your loved ones if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Bay City, MI can help residents by providing them with the best loans for their needs. They can also provide advice on what types of loans are available and how to get the best rates. In addition, mortgage loan officers can help residents understand the terms of their loans, and they can assist with any questions or problems that may arise.

Tax Services

Tax accountants can help Bay City, MI residents by preparing tax returns and helping them file for tax credits and deductions. They can also help businesses file their taxes and set up bookkeeping systems. Tax accountants can provide valuable advice and assistance to their clients, and help them save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bay City, MI