WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bay City, Michigan. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Bay City, Michigan|
|Financial Advisor||Office Location||Phone Number|
122 Uptown Drive,
Bay City, MI 48708
Series 7, 66
Fee Only, Based on Assets, Flat Fee
122 Uptown Drive,
MI 48708 Phone Number (989) 2140120
Mark is a financial planner specializing in working with young professionals farmers and business owners, but does work with clients in all different stages of their financial life. He has been serving clients in the Tri-City and Thumb area for just over 10 years. Mark grew up on a family farm and continues to help manage the financial operations of his familys business. He understands that while technical knowledge is important in running a successful small business or farm; understanding the dynamics between family and partners is equally important. He has unique experience aiding clients in transitioning out of the business while ensuring the family legacy is protected. Mark is also dedicated to helping young professionals. He understands that the most important financial decisions people make are often made in their 20s and 30s. He has the tools to be able to serve clients whether constantly on the go, juggling hectic schedules, or simply how to manage getting their first paycheck. He believes young professionals need to be able to send their financial advisor a text or jump on a 10 minute video conference so there isnt another item added to the to-do lis
Recker Financial is a full service fee only financial planning firm. We help clients in all aspects of their financial lives including debt management, goal planning, investments, tax planning, and estate planning. Our goal is to give clients the best possible advice with the least amount of conflicts of interest.
* Additional advisor listing is provided in partnership with Yext
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?