Company

"When our clients are successful, we are successful. When our clients are hurting, we hurt. We take what happens to our clients very personally."

- Mark Wallace

Locally Owned.  Independent and Objective.  Investment 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 with the Securities and Exchange Commission (SEC).

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. 

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