Retirement Planning in Bay City, MI

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Top Retirement Planners in Bay City, MI

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
Directions
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
Directions
RWS Financial Group
Location 1600 Center Ave, Bay City, MI 48708, USA
Phone (833) 797-4636
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1415 Kosciuszko Ave, Bay City, MI 48708, USA
Phone (989) 891-0453
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3941 Traxler Ct Suite 300, Bay City, MI 48706, USA
Phone (989) 778-1630
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
Directions
Weinlander Fitzhugh Certified Public Accountants & Consultants
5 out of 5
Location 1600 Center Ave, Bay City, MI 48708, USA
Phone (989) 893-5577
Directions
Wendy Mueller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1110 Washington Ave, Bay City, MI 48708, USA
Phone (989) 402-3405
Directions
Maier & Associates Financial Group, Inc.
5 out of 5
Location 5982 Westside Saginaw Rd, Bay City, MI 48706, USA
Phone (989) 684-8500
Directions
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
Directions
Centennial Planning
Location 2500 Midland Rd, Bay City, MI 48706, USA
Phone (989) 686-4240
Directions
SEC File# 801-121117
CRD# 222513
Location 6006 Westside Saginaw Rd, Bay City, MI 48706, USA
Phone (989) 402-1423
Directions
Highroad Wealth Management of Raymond James
Location 122 Uptown Dr Unit 401, Bay City, MI 48708, USA
Phone (989) 391-3790
Directions
Seniors Only Financial Inc
1 out of 5
Location 406 7th St STE 207, Bay City, MI 48708, USA
Phone (989) 892-8635
Directions
Edward Jones- Tammy R Claramunt
5 out of 5
Location 617 Washington Ave, Bay City, MI 48708, USA
Phone (989) 391-5023
Directions
Abbs Retirement Planning Advisors
Location 3772 Fashion Square Blvd, Saginaw, MI 48603, USA
Phone (989) 792-7777
Directions
Kyle Grigg - Thrivent
Location 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, USA
Phone (989) 415-0769
Directions
Recker Financial LLC
Location 122 Uptown Dr Ste 204, Bay City, MI 48708, USA
Phone (989) 264-1644
Directions
Hantz Financial Services - Bay City, Michigan
SEC File# 801-106859
CRD# 46047
Location 101 First St Suite 101, Bay City, MI 48708, USA
Phone (989) 684-9813
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: 8:00 AM – 12:00 PM Sunday: Closed
Directions
GH2 Benefits, LLC
5 out of 5
Location 122 Uptown Dr Suite 204, Bay City, MI 48708, USA
Phone (855) 463-9688
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Greenwood Financial & Consulting, PLLC
5 out of 5
Location 805 Salzburg Ave, Bay City, MI 48706, USA
Phone (989) 892-0577
Directions
SEC File# 801-10970
CRD# 6413
Location 708 S Euclid Ave, Bay City, MI 48706, USA
Phone (989) 667-4002
Directions
Assured Financial Advisors
Location 1600 Center Ave, Bay City, MI 48708, USA
Phone (989) 892-3953
Directions
Water Street Wealth Management - Raymond James
5 out of 5
Location 122 Uptown Dr Ste 401, Bay City, MI 48708, USA
Phone (989) 391-3790
Directions
Retirement Planning in Bay City, MI

About Bay City, MI for Those Planning to Retire

Bay City, MI is a bustling city located in the heart of Michigan's Great Lakes Bay Region. This vibrant metropolis is home to a plethora of landmarks, including the historic Bay City State Park and the stunning Saginaw Bay. The city is also known for its thriving economy, which is powered by a diverse array of top employers, such as Dow Chemical, McLaren Bay Region Hospital, and Consumers Energy. Major highways and streets, such as I-75 and US-10, provide easy access to the city's many neighborhoods, each of which boasts its own unique character and charm. From the charming Victorian homes of the Center Avenue Historic District to the bustling shops and restaurants of the downtown area, Bay City offers something for everyone. So whether you're looking for a thriving business community or a tight-knit residential neighborhood, Bay City is the perfect place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bay City, MI can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to residents who may be struggling to make ends meet. This is particularly important in Bay City, MI, where the unemployment rate is higher than the national average. Secondly, a bank can offer loans to those who are looking to start a business or invest in their education. This can help to stimulate the local economy and provide more employment opportunities for residents. Additionally, a bank can provide financial education and guidance to residents who may not have a strong understanding of personal finance. This is especially important in Bay City, MI, where the median household income is lower than the state average. Overall, a bank can be a valuable resource for residents of Bay City, MI, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Bay City, MI can greatly benefit from working with an insurance broker. An experienced broker can help them navigate the complex world of insurance and find the best policies to meet their unique needs. For example, Bay City is located on the Saginaw River and experiences frequent flooding. An insurance broker can help residents find flood insurance policies that provide adequate coverage and protection. Additionally, Bay City is home to many small businesses that need insurance coverage. An insurance broker can work with these businesses to find policies that provide the right amount of coverage at an affordable price. Overall, working with an insurance broker can help residents of Bay City, MI protect themselves and their assets from unexpected events and financial losses.

Wealth Management

Residents of Bay City, MI can greatly benefit from the expertise of a wealth manager. Bay City is a city that has a rich history in manufacturing, but has faced economic challenges in recent years due to the decline of the auto industry. A wealth manager can help residents navigate these challenges by creating a customized financial plan that takes into account their unique circumstances. This can include strategies for managing debt, maximizing retirement savings, and investing in the stock market. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can be especially important for residents who own property or have significant assets. With the help of a wealth manager, residents of Bay City can feel confident in their financial future and work towards achieving their long-term goals.

Financial Advisor

Residents of Bay City, MI can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by helping them create a comprehensive financial plan that takes into account their unique circumstances and goals. This can include developing strategies to save for retirement, pay off debt, and invest wisely. Additionally, a financial advisor can provide guidance on navigating the complex tax laws that apply to Bay City residents, which can help them maximize their savings and minimize their tax liability. For example, residents may be eligible for state tax credits for investing in certain types of businesses, such as those that promote economic development in the region. A financial advisor can also help residents plan for unexpected events, such as job loss or medical emergencies, by setting up emergency funds and insurance policies. Overall, working with a financial advisor can help Bay City residents achieve greater financial security and peace of mind.

Mortgage Loan Officer

Residents of Bay City, MI can benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in obtaining a home loan to purchase a property in Bay City, which is known for its affordable housing market. Additionally, a mortgage loan officer can guide residents through the loan application process, which can be complex and confusing. They can also provide advice on the best loan options available to residents, taking into consideration their financial situation and credit score. Moreover, a mortgage loan officer can help residents refinance their existing home loan, which can result in lower monthly payments and reduced interest rates. With the help of a mortgage loan officer, residents of Bay City can achieve their dream of owning a home in this vibrant and thriving community.

Tax Services

Residents of Bay City, MI can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways is by helping them navigate the complex tax laws and regulations specific to their area. For example, Bay City is located in Bay County, which has its own set of tax laws and regulations that residents must adhere to. A tax advisor can help residents understand these laws and ensure that they are filing their taxes correctly to avoid penalties and fines. Additionally, a tax advisor can assist residents in identifying deductions and credits that they may be eligible for, ultimately helping them to save money on their taxes. With the help of a tax advisor, residents of Bay City can feel confident that they are making informed decisions when it comes to their taxes.

Estate Planning Lawyer

Residents of Bay City, MI could greatly benefit from the expertise of an estate planning lawyer. With its rich history and vibrant community, Bay City is a popular place to live, work, and retire. An estate planning lawyer can assist residents in creating a comprehensive plan for their assets, including real estate, investments, and personal property. This can ensure that their wishes are carried out after their passing, and that their loved ones are provided for. Additionally, an estate planning lawyer can help Bay City residents navigate the complexities of Medicaid and long-term care planning, which can be particularly important for seniors in the area. With the help of an experienced estate planning lawyer, Bay City residents can have peace of mind knowing that their affairs are in order and their loved ones are protected.

Bay City, MI Financial Resources

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