Company

Our Values

Trust and Integrity

Bay City Financial Services acts as a Fiduciary, required to put our clients' interests first.  The Advisor - Client relationship must be built on trust and we pledge to act with integrity and diligence as we work to achieve your lifestyle goals in a cooperative effort between client and advisor.

Community

Bay City Financial Services is family-owned and operated and its employees are embedded in the local community. Our personal values and commitment are reflected in our business practice and community presence.  Bay City Financial Services is part of Bellingham's Think Local First program which increases awareness about the personal, community and economic benefits of local, independently owned businesses First.

Results

Results are not soley measured in numbers, but in your success in achieving your goals.  Stock market performance may dominate the financial news, but not every investor needs stock market type risk.  Your performance should be driven by your goals, not your desire to beat your neighbor's investment portfolio.  You can have a results-oriented plan without taking great risks as long as your keep your eye on the goal.

Why Select a Registered Investment Advisor?  Find out here.