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Bright Financial Advisors, Inc.
Portage, Michigan
5.0
1 Review
Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs.
As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their exp...see more
Assets Under Mgmt
$398.59M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Other Business Activities
- Insurance broker or agent
Reviews for Bright Financial Advisors, Inc.
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