Find a Financial Advisor in Bay City, MI

 

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We did the hard work of finding trustworthy partners in Bay City, MI.

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We Only Work With The Best Bay City Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bay City, MI


  • Financial Advisor Close to Bay City, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bay City, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bay City, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Bay City financial advisors.
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How Retirement-Friendly is Bay City, MI?

  • Population: 33,167
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $68,000
  • Average Monthly Housing Cost: $685
  • Average Household Income: $51,839
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)



The Top Financial Advisor Firms in Bay City, MI

 

DBS INVESTMENT ADVISERS, LLC

Website

(800) 327-2377

6006 Westside Saginaw Road

Bay City, MI 48706

SEC#: 801-116815
Years in Business: 2 years

SORRENTO PACIFIC FINANCIAL, LLC

Website

(989) 453-3113

708 Center Avenue
Thumb Bank & Trust
Bay City, MI 48708

SEC#: 801-70354
Years in Business: 12 years

HANTZ FINANCIAL SERVICES, INC.

Website

(989) 684-9813

101 First Street

Bay City, MI 48708

SEC#: 801-106859
Years in Business: 5 years

 


Bay City, MI Financial Advisor FAQs

In the simplest terms, a financial advisor helps you to understand risk and reward when it comes to investing. He or she helps set up your portfolio according to your needs and wants, while working with you in areas such as retirement and estate planning.
There are many things to consider when it comes to investing. Every investor's needs and goals will be different, and it's important to take the time and evaluate your personal situation before making any final decisions on which advisor would best suit you.
Do some research. Check out reviews from clients as well as their level of experience. Understanding the scale from novice up to true professional helps you decide where they might fit into your plan for handling everything related to money full-time or just as a hobby/side project.
The average cost is between 0.5% to 2% of the client's portfolio under management, but it varies by what kind of business model the financial advisor has.