Advisor vs Broker
What's the Difference?
In today's financial world, there are two general categories of advice available to investors: brokerage accounts and advisory accounts. Unfortunately, most investors don't know the difference between these two types of advice.
Welcome to Bay City Financial Services
We are a Team of Financial Advisors offering money management and financial planning services to individuals, families, non-profits and small businesses. We provide independent and objective advice, building a relationship with our clients where finances and goals are matched as part of a long term plan.
We are located in the city by the bay, Bellingham, Washington and are locally owned and operated. We live, work and play in the community.
Trust and Integrity are the cornerstone of our business and we offer Expertise, Experience and Personal Service to help you reach your goals. Please contact us for a free consultation and review of your investment accounts.
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News
- Mark Wallace was quoted in Morningstar Advisor Magazine