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BUILDING A LEGACY STARTS HERE

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.

FOR CLIENTS

FOR CLIENTS

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!

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FOR ADVISORS

FOR ADVISORS

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 conciergeā€level services. As a result, a higher level of service for your clients is available.

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MANAGE, INVEST, AND PRESERVE YOUR WEALTH

 Investment Management

 Investment Management

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.

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Financial Planning

Financial Planning

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.

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Estate Planning

Estate Planning

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.

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Business Planning Strategies

Business Planning Strategies

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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MARKET INSIGHTS

LPL RESEARCH'S MARKETING SIGNALS

LPL RESEARCH'S MARKETING SIGNALS

Visit the LPL Newsroom’s Market Signals series page to hear the latest episodes.

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LPL RESEARCH BLOG

LPL RESEARCH BLOG

Discover the value of the official research blog from LPL Financial, the Macro.Market. Movers blog updated weekly!

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WEEKLY MARKET COMMENTARY

WEEKLY MARKET COMMENTARY

Each week the LPL Financial Research team assembles thoughtful insight on market news.

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