Best Financial Advisors in Bay County, MI

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Bay County, MI Fiduciary Financial Advisors

RWS Financial Group
Location 1600 Center Ave, Bay City, MI 48708, USA
Phone (833) 797-4636
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
Dave Friebe - Thrivent
Location 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, USA
Phone (989) 686-9620
Maier & Associates Financial Group, Inc.
5 out of 5
Location 5982 Westside Saginaw Rd, Bay City, MI 48706, USA
Phone (989) 684-8500
Financial Advisors in Bay County, MI

Where Certified Financial Advisors in Bay County, MI Serve

Bay County, Michigan is located in the Midwest and is known for its lush landscape and abundance of wildlife. The county is home to several major landmarks, including the Bay City State Park, the Dow Gardens, and the Bay County Historical Museum. Bay County is also home to a number of top employers, including Dow Chemical Company, McLaren Bay Region Hospital, and Walmart. The county is served by a number of major highways and streets, including US-10 and M-84. The county's neighborhoods are diverse and include both rural and urban areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bay County, MI is a great place to live, with plenty of opportunities for its residents. One important service that banks can provide residents is access to low-cost loans. This would allow Bay County residents to finance the purchase of a home or car, or to start a business. In addition, banks can offer savings accounts that pay interest as well as certificates of deposit (CDs) which offer a higher rate of return than traditional savings accounts. Finally, banks can provide valuable financial advice to their customers on topics such as retirement planning and investing.

Insurance Broker

Bay County, MI residents can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and get the money they deserve after an accident or disaster. Residents should contact a broker today to learn more about how they can help.

Retirement Planning

Bay County, MI residents have a number of financial concerns when it comes to retirement planning. Financial advisors can help by providing sound advice and strategies for ensuring a comfortable retirement. One of the most important aspects of retirement planning is creating a budget and sticking to it. Advisors can help individuals determine how much money they will need each month in order to live comfortably during retirement. They can also offer tips on how to save for retirement, including suggestions on investments that will provide the best return on investment. Advisors can also help retirees navigate the complex world of Medicare and Social Security benefits. They can assist with choosing the right insurance policies and helping seniors apply for government assistance programs. In short, financial advisors are an invaluable resource when it comes to preparing for retirement.

Wealth Management

Bay County, MI is a great place to live, with friendly people and plenty of opportunity. However, as anyone who has lived there knows, it can be difficult to make ends meet on a salary alone. That's where wealth management comes in. Wealth management can help Bay County residents make the most of their money by providing expert advice and strategies for saving and investing. With the help of a wealth manager, Bay County residents can feel more secure in their finances and better able to enjoy life in their wonderful community.

Estate Planning Lawyer

Bay County, MI is a great place to live, with plenty of things to do and wonderful people. But while it's a great place to live, it's also a great place to die, thanks to the estate planning lawyers in the area. These legal professionals can help residents of Bay County ensure that their final wishes are carried out, and that their loved ones are taken care of after they're gone. They can also help residents set up trusts and other legal arrangements that will protect their assets and provide for their families even when they're no longer around. If you're interested in estate planning, Bay County is a great place to be.

Mortgage Loan Officer

Mortgage loan officers in Bay County, MI can help residents by evaluating their financial status and helping them find the best mortgage products to fit their needs. They can also provide advice on how to improve one's credit score and save money on interest payments. In addition, mortgage loan officers can help homeowners avoid foreclosure by working out payment plans that are affordable for them.

Tax Services

Tax accountants can help Bay County, MI residents by preparing their taxes and filing them with the IRS. They can also help residents save money on their taxes by claiming all the tax deductions they are entitled to. Tax accountants can also help residents plan for their future tax liabilities, so they can stay ahead of the game.


FAQs About Personal Financial Advisors in Bay County, MI