Wealth Management in Bay County, MI

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List of Firms

Bay County, MI Wealth Management Firms

Stifel
SEC File# 801-10746
CRD# 793
Location 916 Washington Ave STE 315, Bay City, MI 48708, USA
Phone (989) 414-1750
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
IB Wealth Management
Location 623 Washington Ave, Bay City, MI 48708, USA
Hantz Financial Services - Bay City, Michigan
Location 101 First St Suite 101, Bay City, MI 48708, USA
Phone (989) 684-9813
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
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
All Star Asset Management - A.S.A.M.
3 out of 5
Location 1012 Marquette Ave, Bay City, MI 48706, USA
Phone (989) 892-1600
Merrill Lynch Wealth Management Advisor Victor H Aviles
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8487
Merrill Lynch Wealth Management Advisor Jennifer M Davis-Papa
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8482
Merrill Lynch Wealth Management Advisor Ryan D. Iles
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8483
Wealth Management in Bay County, MI

Where Wealth Management Advisors in Bay County, MI Serve

Bay County, Michigan is a county located in the U.S. state of Michigan. As of the 2010 census, the population was 107,771. The county seat is Bay City. The county was created on September 30, 1857, and named for Bay de Noquet, a French explorer who was killed in the area. Some of the landmarks in Bay County include the James C. Hoffmaster State Park, the Bay City State Recreation Area, and Dow Gardens. Bay County's top employers are Walmart, McLaren Bay Region, and Delta College. Major highways and streets in Bay County include Interstate 75, M-13, and US-10. Some of the neighborhoods in Bay County include Hampton Township, Bangor Township, and Frankenmuth.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Bay County, MI is home to many different banks which provide a variety of services to their customers. These services can include anything from checking and savings accounts, to loans and mortgages. Each bank has its own set of policies and procedures, so it is important for potential customers to do their research before selecting a bank that best suits their needs.

Retirement Planning

Bay County, Michigan is a great place to retire. The cost of living is low, the climate is mild, and there are plenty of things to do. In addition, Bay County offers a wide range of retirement planning options to help you make the most of your retirement years.

Tax Services

A tax accountant in Bay County, MI is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on tax planning and compliance issues. Tax accountants must be knowledgeable in tax laws and regulations of the state and federal governments.

Financial Advisor

A financial advisor in Bay County, MI advises individuals on investments and money management. They work with clients to create financial plans, which can include strategies for saving money, investing funds, and reducing debt. Financial advisors may also offer specific advice on particular products, such as stocks, mutual funds, or retirement plans.

Insurance Broker

An insurance broker in Bay County, MI is a professional who helps individuals and businesses find the best insurance policies for their needs. They work with a variety of different insurance companies, and can help you find the right policy for your specific situation. Brokers are licensed by the state, and are often required to take continuing education courses to stay up to date on changes in the industry.

Mortgage Loan Officer

Mortgage loan officers in Bay County, MI work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Bay County, MI helps their clients create a will, power of attorney and other legal documents to help with the management of their estate. This includes things like property, finances and health care decisions. They can also help to set up trusts and foundations to manage assets after someone's death.

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