Building long-term, prudent
financial advisory relationships

Welcome to Bright Financial Advisors.

We have been in business since 1958 with the goal of providing professional and personal financial services to our clients.  We believe that helping you manage your finances is more than managing your money.  It is also about helping you manage your life.

We provide comprehensive financial planning and consult with our clients on retirement planning, investments, stock options, business planning and transitions, tax strategies, estate planning, and many other financial matters. We follow a step-by-step process using time-tested principles to develop a personalized financial plan.

Your phone call to our office will be answered  by a staff member committed to answering your question or concern.  Our goal is to create a warm and welcoming atmosphere; our success is based on our continued commitment to our clients.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Community Outreach

Bright Financial Advisors, Inc. feels strongly about serving our community and giving back in any way that we can. Each quarter of the year we choose a local organization to support and encourage our clients to help us in this effort.

Last quarter, with the help of our very giving clients, we were able to donate $850 and a tremendous amount of much needed supplies to the Animal Rescue Project in Kalamazoo.

This quarter we are supporting the Bronson Children’s Hospital 5k Run & Walk, which will take place on Sunday, September 25th. We would love you to join our team for this event. Please see the attached flyer for details on how to register or donate. View the flyer here.

bright financial advisors community giving