51 Sawyer Road
KNOWLEDGE AND PERSPECTIVE
Established in 1951, Bay Financial Associates has a track record that promotes confidence through knowledge and trusted guidance.
THE VALUE OF INDEPENDENCE
Our independence allows us to craft a personalized approach with the ability to implement using the market’s reputable providers of financial strategies.
EXPERIENCE AND EXPERTISE
As one of the largest independent financial services firms, Bay Financial Associates supports individuals, families, organizations, and advisors across the United States.
Since 1951, Bay Financial Associates, has been committed to helping our clients and advisors achieve success. Our team possesses a full arsenal of professional expertise. We have experience in the fields of accounting, finance, investments, insurance, retirement, and estate planning.
Whether you’re an individual, the head of a family, a business, or an advisor, our team works with you to determine a way to pursue your goals. We bring the full power of our experience, knowledge, and independence to craft strategies that work towards your goals.
As an independent firm, our only commitment is to you, our client. Our sole focus is serving our clients.
Our advisors provide comprehensive financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. Discover the benefits of our experience, education, and professional training today!
Bay Financial has a long standing history as a financial services firms utilizing LPL Financial. Through this affiliation, we reap the benefits of the size and clout of LPL Financial, along with the depth of financial, estate planning, operations, and compliance resources.
Additionally, LPL offers access to concierge‐level services. As a result, a higher level of service for your clients is available.
We recognize that different clients have different investing needs. Let us guide you on various strategies to pursue your goals. Our only focus is on developing a plan that truly works for you.
Are you thinking about retirement, funds for college, or buying a new house? Financial planning involves a comprehensive look at the state of your finances and your objectives in order to develop a plan to work towards your goals.
Estate planning means identifying strategies to help address your retirement, wealth preservation, and asset distribution to your beneficiaries. We assist by navigating family dynamics, trust planning, and the transfer of a business.
Businesses have short-term and long-term goals that can only be addressed through business planning. Bay Financial Associates brings you the knowledge and experience to help business owners and corporate executives craft a business plan that benefits your organization.
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