Services

Small Size, Big Service.  Bay City Financial Services provides investment management and financial planning services to individuals, families, trusts, non-profit agencies and company retirement plans.

Services designed to meet your goals

Building wealth takes time, discipline and a Plan to reach your goals.  Bay City Financial Services has the experience and expertise to partner with you to execute your Plan.  Our services are designed to be personal and comprehensive:

»   Investment Management.  Stocks, Bonds, Exchange Traded Funds, Mutual Funds and other Securities selected for your specific needs.

»   Company Retirement Plans.  Providing 401(k) Plan Advice, Education and Fiduciary Support.

»   Financial Advice.  Experienced and Expert help from local investment professionals.

»   Individual Retirement Accounts (IRAs), Solo 401(k)s, Joint and Individual Accounts, Trusts, Foundations and Family Limited Partnerships

»   Financial Planning
     1.   Tax planning
     2.   College planning
     3.   Retirement planning
     4.   Insurance planning
     5.   Estate planning
     6.   Elderly care planning

The BCFS Wealth Management Program takes Comprehensive research, independent advice and professional management to formulate an investment strategy that builds wealth in accordance to Your Financial Plan.