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Bright Financial Advisors, Inc Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Bright Financial Advisors, Inc operates in the financial services industry, offering comprehensive financial planning and advisory services. The firm assists clients with retirement planning, investments, stock options, business planning and transitions, tax strategies, estate planning, and other financial matters, following a structured, time-tested process to develop personalized plans. Based in Portage, Michigan, the company has a long-standing presence dating back to 1958 and maintains a local, client-focused approach intended to help clients proactively manage their finances and life goals. Its business model centers on providing professional guidance through a staffed office that aims to deliver a welcoming environment and accessible support. In recent news, the firm disclosed a stake in a Vanguard Health Care ETF, reflecting its involvement in asset allocation decisions for its clients.

Find Bright Financial Advisors, Inc employees' phone numbers or email addresses

Bright Financial Advisors, Inc Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Bright Financial Advisors, Inc's Leadership

  • Stylized image of a person
    A. P.
    President Owner
    Mobile Phone
  • Stylized image of a person
    D. O.
    Client Service Associate
    Mobile Phone

Bright Financial Advisors, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other

Contact profiles from Bright Financial Advisors, Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. P.
    President Owner
    Mobile Phone
    Jul 29, 2026
  • Stylized image of a person
    D. O.
    Client Service Associate
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Bright Financial Advisors, Inc known for?

Minus sign iconPlus sign iconBright Financial Advisors, Inc was founded in 1958 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-269-373-****
. Explore Bright Financial Advisors, Inc's company overview page for more information.

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

Minus sign iconPlus sign iconBright Financial Advisors, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bright Financial Advisors, Inc email formats with LeadIQ.

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

Minus sign iconPlus sign iconBright Financial Advisors, Inc has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bright Financial Advisors, Inc's key employees and leadership?

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As of August 2026, Bright Financial Advisors, Inc's key employees include:

  • President Owner: A. P.
  • Client Service Associate: D. O.

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