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 1st quarter of 2025, our staff will be volunteering at Twelve Baskets Food Pantry. Twelve Baskets is a volunteer-run nonprofit organization founded in June 2014 as a food pantry to serve Portage, Schoolcraft, Vicksburg, Three Rivers, and surrounding communities. A Free Store was opened in 2018 to help meet basic clothing, hygiene, and household needs. The need in our community continues to grow! The pantry is now providing perishable and non-perishable groceries to about 400 families weekly. If you would like to help in this effort, please go to their website for volunteer opportunities and for other ways you could help. twelve-baskets.org
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!