Money Management and Financial Planning Services
Bay City Financial Services provides comprehensive fee-based wealth management and financial planning services to individuals, businesses and non-profit agencies. We are a financial coach to our clients, providing analysis and advice on investment portfolios, insurance needs, estate planning, cash flow, elder care planning and corporate retirement plans. Our recommendations are based solely on our clients' specific needs, circumstances and goals. Bay City Financial Services is registered in the State of Washington.
Our experienced professionals work as a Fiduciary in your best interests to provide advice, investment management and financial planning to enable a realistic and personalized financial future. Our compensation is based on our success implementing your plan, not on a sales transaction.
Our Purpose is to help build, manage, and preserve your wealth according to your goals. We pledge to act with integrity and diligence in order to better serve you. Our success is not measured by performance statistics, but rather by achieving your life goals and objectives in a cooperative effort.
Securities offered through Crown Capital Securities, L.P., Member FINRA/SIPC
Bay City Financial Services provides services only in those states in which it is registered or exempted from registration. Information included on KOMO Communities is not to be contrued as advice.