Insights

Long-standing Market Presence Bright Financial Advisors has been operational since 1958, demonstrating a deep-rooted presence in the financial services industry that can foster trust and client loyalty.

Targeted Investment Focus The recent investment of $611K into Vanguard Health Care ETF indicates a strategic interest in healthcare assets, presenting an opportunity to offer tailored investment solutions within that sector.

Personalized Service Approach With a personalized financial planning process and a commitment to client engagement, there is potential to cross-sell advanced financial planning tools and client retention services.

Growth Potential Operating with an annual revenue between $10M and $25M and a small team of 11-50 employees, Bright Financial Advisors offers significant room for expanding service offerings and technological solutions to scale their operations.

Digital Engagement Tools The company's use of digital tools such as Google Analytics, Facebook Pixel, and WordPress highlights an openness to digital marketing and online client engagement strategies, creating opportunities for targeted outreach and lead generation.

Bright Financial Advisors, Inc Tech Stack

Bright Financial Advisors, Inc uses 8 technology products and services including Facebook Pixel, WordPress, Open Graph, and more. Explore Bright Financial Advisors, Inc's tech stack below.

  • Facebook Pixel
    Analytics
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Facebook
    Widgets

Bright Financial Advisors, Inc's Email Address Formats

Bright Financial Advisors, Inc uses at least 1 format(s):
Bright Financial Advisors, Inc Email FormatsExamplePercentage
FirstLast@brightfinancialadvisors.comJohnDoe@brightfinancialadvisors.com
44%
FirstMiddleLa@brightfinancialadvisors.comJohnMichaelDo@brightfinancialadvisors.com
6%
FirLast@brightfinancialadvisors.comJohDoe@brightfinancialadvisors.com
6%
FirstLast@brightfinancialadvisors.comJohnDoe@brightfinancialadvisors.com
44%

Frequently Asked Questions

Where is Bright Financial Advisors, Inc's headquarters located?

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Bright Financial Advisors, Inc's main headquarters is located at 450 West Centre Avenue, Suite c. The company has employees across 1 continents, including North America.

What is Bright Financial Advisors, Inc's phone number?

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You can contact Bright Financial Advisors, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bright Financial Advisors, Inc's official website and social media links?

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Bright Financial Advisors, Inc's official website is brightfinancialadvisors.com and has social profiles on LinkedIn.

What is Bright Financial Advisors, Inc's SIC code NAICS code?

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Bright Financial Advisors, Inc's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Bright Financial Advisors, Inc have currently?

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As of December 2025, Bright Financial Advisors, Inc has approximately 12 employees across 1 continents, including North America. Key team members include President / Owner: A. P.President Owner: A. P.Operations Manager: L. V. E.. Explore Bright Financial Advisors, Inc's employee directory with LeadIQ.

What industry does Bright Financial Advisors, Inc belong to?

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Bright Financial Advisors, Inc operates in the Financial Services industry.

What technology does Bright Financial Advisors, Inc use?

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Bright Financial Advisors, Inc's tech stack includes Facebook PixelWordPressOpen GraphCloudflareMySQLGoogle AnalyticsGoDaddyFacebook.

What is Bright Financial Advisors, Inc's email format?

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Bright Financial Advisors, Inc's email format typically follows the pattern of FirstLast@brightfinancialadvisors.com. Find more Bright Financial Advisors, Inc email formats with LeadIQ.

When was Bright Financial Advisors, Inc founded?

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Bright Financial Advisors, Inc was founded in 1958.

Bright Financial Advisors, Inc

Financial ServicesMichigan, United States11-50 Employees

Bright Financial Advisors has 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.

Section iconCompany Overview

Headquarters
450 West Centre Avenue, Suite c
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1958
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Bright Financial Advisors, Inc's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Bright Financial Advisors, Inc's revenue is estimated to be in the range of $10M$25M

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