Bay City, MI

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Bay City, MI
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Best Financial Advisors in Bay City, MI

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Bay City area.

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GH2 Benefits

GH2 Benefits

(6)
“We worked with four estate/financial planners to varying degrees … Jae was the only one that provided a broad integrated custom financial spreadsheet, brought to our attention the wide range of legal documents recommended, and the need for a culminat...”
Accepts Cash only
In Business Since 2015
122 Uptown Dr Ste 204, Bay City, MI
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Tammy Claramunt-Kibbe Financial Advisor

Tammy Claramunt-Kibbe Financial Advisor

(1)
“Competent and caring.”
Transparent Fees & Pricing
In Business Since 1998
Coupons & Offers
Remote Consultations Available
401 E Midland St, Bay City, MI 48706
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Maier & Associates Financial Group

Maier & Associates Financial Group

Retirement Planning, Women & Investing, Wealth Management
“Welcome, we are Maier & Associates, a financial team in Bay City, MI. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether yo...”
Accepts All Major Credit Cards
In Business Since 1987
5982 Westside Saginaw Rd, Bay City, MI 48706
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Dental Business Services

Dental Business Services

(1)
“They not only give excellent accounting advise, they help you grow your business by comparing your expenses with the industry averages.”
Accepts All Major Credit Cards
In Business Since 1993
6006 Westside Saginaw Rd, Bay City, MI 48706
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Van Sumeren Wealth Management

Van Sumeren Wealth Management

“Education funding for children or grandchildren, that cottage on the lake, setting up my estate plan, buying, selling, or passing on a business,insurance needs analysis. We incorporate all of your goals into your comprehensive plan.”
In Business Since 2010
3865 E, 3865 Wilder Rd #7b, Bay City, MI
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Vantagepointe Financial Group

Vantagepointe Financial Group

“My commitment is providing inclusive financial strategies to my clients while educating them to help give a better understanding of the rationale behind setting financial goals and preparing for the future. On a daily basis, I strive to assist each p...”
Licensed
18++ Years Experience
3875 Bay Rd #1e, Saginaw, MI
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Professional Analysts

Professional Analysts

“Since 1981, Professional Analystshas beendedicated to helping you achieve financial success. We combineboth financial planning and asset management experience with the most sophisticated software available to ensure your financial future is secure an...”
Accepts All Major Credit Cards
In Business Since 2005
2370 Delta Rd, Bay City, MI
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Zimmer & Associates

Zimmer & Associates

(28)
Health Insurance and Medicare, Life Insurance and Long Term Care, Financial Consulting and Social Security Planning
“We are happy with their quick and streamlined process for re-enrollment and how they simplify all the information so we can easily understand exactly what we are getting.”
Free Initial Consultation
In Business Since 2016
Serving Bay City Area
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Looby Baumgarten

Looby Baumgarten

(4)
“Bob Looby is very knowledgeable and relates what is needed in layman terms.”
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
Offers Financing Options
5525 N Colony Dr, Saginaw, MI
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Law Office of Jerry Reif

Law Office of Jerry Reif

(3)
Trust Administration, Estate / Death Tax Planning, Estate Planning
“And always I'm up on the latest procedures.”
Free Initial Consultation
In Business Since 1994
Family Business
3262 Cabaret Trail S #208, Saginaw, MI
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Great Lakes Retirement Solutions

Great Lakes Retirement Solutions

(1)
Tell A Friend, Featured Links
“Great business, trustworthy”
Free Initial Consultation
In Business Since 2013
2135 N Center Rd, Saginaw, MI
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Arner Investment Management

Arner Investment Management

“Arner Investment Management (AIM) is excited to join the RWS family! From our inception at AIM, we have always shared the RWS philosophy about customer care, financial literacy, and helping clients achieve their goals of financial security. In joinin...”
Family Business
In Business Since 2014
4600 Fashion Square Blvd Suite 110, Saginaw, MI
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Reitz Capital Advisors

Reitz Capital Advisors

(5)
“Mark keeps us informed, is pro-active on tax planning issues and responds quickly to our questions and concerns.”
Family Business
In Business Since 2010
Serving Bay City Area
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Graczyk-Dijak Financial Group

Graczyk-Dijak Financial Group

(1)
“These guys are amazing!!!!!”
In Business Since 2009
3737 Fortune Blvd, Saginaw, MI
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Team Holly CPA & Co

Team Holly CPA & Co

(1)
Payroll Services, Business Services, Individual Taxes
“I would recommend for small business accounting services.”
In Business Since 2013
Serving Bay City Area
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Brown Financial

Brown Financial

(1)
“You will not find an advisor that will work harder for you or help you make a plan quite like Nate does!”
9+ Years Experience
Serving Bay City Area
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Boehler+stedry Financial Advisors

Boehler+stedry Financial Advisors

(1)
“Professional team and very helpful.”
Transparent Fees & Pricing
In Business Since 2022
1516 Midland Rd, Saginaw, MI
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Bluewater Angels

Bluewater Angels

(2)
“Excellent organization.”
In Business Since 2008
1320 N Michigan Ave, Saginaw, MI
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Gardey Financial Advisors

Gardey Financial Advisors

Investment Management, Medicare Prescription Drug Plan Assistance, Financial Planning
“Finances affect nearly every part of our lives, from how we feel, to how we can support those we love, and what we can accomplish. Having the opportunity to make a difference in your life is why we enjoy our work so much. But it also means the guidan...”
Licensed
In Business Since 1989
Transparent Fees & Pricing
Accepts Check, No credit cards
100 Harrow Ln, Saginaw, MI
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Abbs Retirement Planning Advisors

Abbs Retirement Planning Advisors

Financial Planning
“Whether you're confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial ...”
In Business Since 1993
3772 Fashion Square Blvd, Saginaw, MI
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AHP Financial Services

AHP Financial Services

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Transparent Fees & Pricing
In Business Since 1998
5300 Gratiot Rd, Saginaw, MI
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RFM Group

RFM Group

(1)
Rob Burgan, John Goggan, Aaron Harter
“We recommend their service to anyone looking for a tax accounting firm like Robert F, Murray & Company, P.”
Licensed
In Business Since 1958
1515 Commerce Dr # C, Midland, MI
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Koch Financial Design

Koch Financial Design

(6)
“His clients have trusted him for years, and he's always been known in his community for not only his knowledge in finances, but for caring and putting others before himself.”
In Business Since 2015
Serving Bay City Area
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Scott Strouse, Nmls 161276, Cardinal Financial

Scott Strouse, Nmls 161276, Cardinal Financial

(3)
“Walked me through the entire process and gave me a light and the end of the tunnel when other places were turning me down.”
In Business Since 2021
214 W Wackerly St #200, Midland, MI
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Retirement Planning and Investment Management Services in Bay City, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 540 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 540 cost profiles.

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Wealth Management Advisors near Bay City

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