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.

In the last quarter of 2022, the Bright Financial Advisors staff sponsored two Adopt-a-Families. It was an awesome experience to be able to help these families have a wonderful holiday season.

For 2023, Bright Financial Advisors will be adopting a park in the city of Portage. This year long commitment will consist of multiple opportunities for our staff to be of service in the park, including 4 clean-up days. We would like to open the opportunity to our clients to help out with these service opportunities. If you are interested, please let the office know and we can contact you when these service opportunities are scheduled.

Along with the adopt-a-park, we will look for additional ways to serve our community. We intend on supporting another walk this year and are looking into other additional community service projects. We will keep our clients apprised as these additional projects are decided on.

Thank you to all of our clients who have helped us be so successful in giving back to our community! We couldn’t do it without you!

adopt a park program