Retirement Planning in Bay County, MI

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List of Firms

Top Retirement Planners in Bay County, MI

Rodney Grigg - Thrivent
Location 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, USA
Phone (989) 686-9620
Brown Financial
5 out of 5
Location 1486 N Wagner Rd, Essexville, MI 48732, USA
Phone (989) 493-2940
Dave Friebe - Thrivent
Location 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, USA
Phone (989) 686-9620
Kevin Wray's Financial Services
SEC File# 801-117138
CRD# 174411
Location 105 W 3rd St, Pinconning, MI 48650, USA
Phone (989) 879-2150
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cole Financial Group
Location 306 5th St, Bay City, MI 48708, USA
Phone (989) 892-5055
Maier & Associates College Planning
Location 5982 Westside Saginaw Rd, Bay City, MI 48706, USA
Phone (989) 684-8500
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 708 S Euclid Ave, Bay City, MI 48706, USA
Phone (989) 667-4002
SEC File# 801-10746
CRD# 793
Location 916 Washington Ave STE 315, Bay City, MI 48708, USA
Phone (989) 414-1750
American Retirement Advisors, Inc.
Location 5189 Hampton Pl, Saginaw, MI 48604, USA
Phone (989) 792-0053
Great Lakes Bay Financial
Location 4901 Towne Centre Rd, Saginaw, MI 48604, USA
Phone (989) 792-2812
Professional Analysts LLC
Location 2370 Delta Rd, Bay City, MI 48706, USA
Phone (989) 922-5564
Brookdale Bay City
3 out of 5
Location 734 N Pine Rd, Bay City, MI 48708, USA
Phone (989) 892-2600
Retirement Planning in Bay County, MI

About Bay County, MI for Those Planning to Retire

Bay County is located in the state of Michigan and has a population of approximately 103,000 people. The county seat is Bay City, which is also the largest city in the county. Some of the other major cities in Bay County include Auburn, Essexville, and Pinconning. Some of the landmarks in Bay County include the Bay City State Recreation Area, the Veterans Memorial Park, and the Downtown Bay City Historic District. The top employers in the county include Walmart, McLaren Bay Region, and St. Mary's Hospital. The major highways and streets in Bay County include M-84, I-75, and US-10. The neighborhoods in Bay County vary widely in terms of demographics and socioeconomic status.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Bay County, MI residents have a number of banks and credit unions to choose from when it comes to their finances. Each institution has its own set of benefits, which can make deciding on the right one difficult at times. Here are five reasons why choosing a bank or credit union in Bay County, MI can be beneficial for residents.

Estate Planning Lawyer

Bay County, MI residents can benefit from working with an estate planning lawyer to create a will and other legal documents. An estate planning lawyer can help you understand the laws in Bay County, MI and how they may apply to your situation. They can also help you create documents that will ensure your wishes are carried out after your death.

Mortgage Loan Officer

Bay County, MI residents who are looking for a new mortgage loan or want to refinance their current mortgage will find the services of a qualified mortgage loan officer to be of great benefit. A good loan officer can help you get the best interest rate and terms on your new mortgage, as well as help you avoid costly mistakes.

Wealth Management

Living in Bay County, Michigan provides many benefits to its residents. One of the most important benefits is the access to a wealth manager. A wealth manager can help residents make the most of their money and invest it in a way that will provide them with financial security for years to come.

Financial Advisor

Bay County, MI residents can benefit by working with a financial advisor to create a budget and investment plan. Financial advisors can help individuals and families make informed decisions about their money and provide guidance on how to save for retirement, invest in stocks or bonds, and more.

Insurance Broker

Bay County, MI residents can benefit in many ways by working with an insurance broker. For one, your broker will be able to provide you with a variety of quotes for different types of insurance, so that you can find the best coverage at the best price. In addition, your broker will be able to help you understand your policy and answer any questions you may have about it. And if something happens and you need to file a claim, your broker will be there to help guide you through the process.

Tax Services

Bay County, MI residents can benefit greatly by working with a tax accountant in their area. By having an expert help with filing taxes and understanding the many deductions and credits available, residents can save money and ensure they are taking advantage of all the benefits to which they are entitled. A tax accountant can also help with estate and gift planning, helping residents to minimize their tax liability and protect their assets.


Retirement Income Planning FAQs