Find a Financial Advisor in Bay County, MI

 

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

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We Only Work With The Best Bay County 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 County, MI


  • Financial Advisor Close to Bay County, 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 County, 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 County, MI

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

  • Population: 104,104
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $104,100
  • Average Monthly Housing Cost: $713
  • Average Household Income: $63,415
  • 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 County, 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: 6 years

 


Bay County, MI Financial Advisor FAQs

Financial advisors are typically compensated in one of two ways: commission based, where the advisor is rewarded for selling a product, or fee-based, where the adviser is given an annual fee for managing your investments.
Yes. Your advisor is not only there to answer mundane questions about interest rates or the stock market but also to provide strategy on how best to invest your assets or make decisions about financing options like loans or even your home mortgage, and many other areas of financial management.
Financial advisors help their clients grow and protect their investments by providing personalized financial guidance. They also must keep up to date on securities laws and regulations, as well as the latest investment strategies and insights from professional investment firms and spend a lot of time researching potential investments.
How does he/she manage client portfolios? Investment practices can range from very conservative to very aggressive depending on the needs of the client.