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.
450 West Centre Ave Ste C
Portage, MI 49024
Phone: 269-373-2700
Fax: 269-345-5712
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. For the third quarter of 2024, our staff will be volunteering and participating in two local walks. We would love for you to join in on this effort! Please see below
for more information:
Event: Bronson Children’s Hospital Run & Walk 2024
Date: Sunday, September 29
Bronson Children’s Hospital is the only children’s hospital in southwest Michigan. They are committed to maintaining a full complement of pediatric specialists to treat seriously ill and injured children. Your generous support helps ensure the highest level of pediatric care that children and their families count on to be here when they need it. By coming together, we can help secure the future of children’s healthcare in our community.
Additional Info & Registration
Event: Walk to end
Alzheimer’s 2024
Date: Saturday, October 1
Held annually in more than 600 communities nationwide, the Alzheimer’s Association Walk to End Alzheimer’s® is the world’s largest fundraiser for Alzheimer’s care, support, and research. This inspiring event calls on participants of all ages and abilities to join the fight against the disease.
Additional Info & Registration
We continuously look for additional ways to serve our community and would love to hear about causes close to your heart Thank you to all of our clients who have helped us be so successful in giving back to our community in previous efforts! We couldn’t do it without you!