Financial Advising near Bay City, MI

7 locations found near Bay City
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“Went into the Bay city branch yesterday to do a couple transactions and was greeted by a very knowledgeable teller and I believe her manager, with which whom was fantastic! I highly recommend to do all your banking with these wonderful people!”

4.6 Superb18 Reviews

“Have you ever felt that you didn't make enough money to receive good help from a financial advisor? Or, that your needs weren't being met? Or, that you waited on hold too long to reach a person who wasn't familiar with you and your goals?Just because I'm not as fortunate as others to make a 6-figure salary, doesn't mean that I'm not interested in planning for my future/retirement.Well, after YEARS of being in these situations with numerous different companies and financial advisors, I found Nick (as a referral by a relative in 2013).Nick does want to help with your goals, does listen to your needs, and is much easier to reach on the phone (during business hours, of course). I always feel that it is the PERSON who has the skills to maintain good relationships regardless of which company they are employed. So, I feel that Edward Jones is fortunate to have someone like Nick working for them.After finding Nick, it was a HUGE relief off my shoulders, knowing that there was someone who could actually do for me what I had been needing for the previous 10 +/- years, and not have to feel that the "other shoe is going to fall".And, let's not forget Mary Kay, Nick's amazing office administrator. She is a very valuable asset to Nick and myself in so many ways.If I never have to look for another financial advisor as long as I live, then I'll be grateful.”

5 Superb5 Reviews