Bright Financial Advisors has been in business since 1958 with the goal of providing professional and personal financial services to our clients. We believe that helping you manage your finances is more than managing your money. It is also about helping you manage your life. We provide comprehensive financial planning and consult with our clients on retirement planning, investments, stock options, business planning and transitions, tax strategies, estate planning, and many other financial matters. We follow a step-by-step process using time-tested principles to develop a personalized financial plan. Your phone call to our office will be answered by a staff member committed to answering your question or concern. Our goal is to create a warm and welcoming atmosphere; our success is based on our continued commitment to our clients. We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
View Top Employees from Bright Financial Advisors, IncWebsite | http://www.brightfinancialadvisors.com |
Revenue | $1 million |
Employees | 13 (13 on RocketReach) |
Founded | 1958 |
Address | 450 W. Centre Ave Ste C, Portage, Michigan 49024, US |
Phone | (269) 373-2700 |
Fax | (269) 345-5712 |
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Industry | Financial Services, Finance General, Comprehensive Financial Planning, Finance, Wealth Management, Retirement Planning, Education Planning, Tax & Estate Strategies, Stock Option Planning, Certified Financial Planning™ Practitioners, Fiduciary Standard, Fee-Based Investment Advisor, RIA |
Competitors | Bayntree Wealth Advisors, Insight Wealth Strategies, LLC, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Bright Financial Advisors, Inc employee's phone or email?
The Bright Financial Advisors, Inc annual revenue was $1 million in 2024.
13 people are employed at Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc is based in Portage, Michigan.
The NAICS codes for Bright Financial Advisors, Inc are [523, 52, 5239, 52393].
The SIC codes for Bright Financial Advisors, Inc are [62, 628].