Financial Advisors in Bay City, Michigan (Bay County)

Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamental planning strategies such as: * Paying Yourself First * Living Debt/Stress Free * Plan to Succeed ...and investment strategies such as: * Low Expense Investing * Tax Conscious Investing * Reducing Volatility (Asset Allocation)... See More

Erik Klumpp, CFP
Chessie Advisors, LLC is a financial planning and investment management firm specializing in providing independent, objective advice to teachers, engineers, and young professionals. Based in Rochester Hills, Michigan, we serve clients throughout Michigan and virtually throughout the country. We strive to guide our clients in creating and realizing their American Dream. Chessie Advisors provides ongoing financial planning and investment management services as well as hourly or project based services. We do not require a minimum investible asset level in order to work with us. To learn more, please visit our website. To schedule an introductory call, click here. Chessie Advisors...a different breed of financial advisor™.... See More

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - This means that we do not accept commission compensation or kickbacks from any party for anything. Our clients compensate us directly for our advice and services using either an easy monthly or quarterly retainer, or if more convenient, on a project basis. No conflicts of interest!! We hold ourselves to the highest fiduciary standard. Period.
We believe in Functional Financial Planning - Functional Financial planning is the practice of ensuring that personal finances function within each client's lives. What works for one client may not necessarily be the best solution for another client.
Who can we help the most? Generation X Self Employed Business Owners Busy Professionals People Nearing Retirement
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