


Bright Financial Advisors, Inc Revenue
Financial Services • Portage, Michigan, United States • 11-20 Employees
Bright Financial Advisors, Inc revenue & valuation
| Annual revenue | $26,400,000 |
| Revenue per employee | $2,192,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $84,200,000 |
| Total funding | No funding |
Key Contact at Bright Financial Advisors, Inc
Andrew Price
President / Owner
Company overview
| Headquarters | 450 W. Centre Ave Ste C, Portage, Michigan 49024, US |
| Phone number | +12693732700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, RIA, Wealth Management, Education Planning, Retirement Planning, Fiduciary Standard, Stock Option Planning, Tax & Estate Strategies, Certified Financial Planning™ Practitioners, Fee-Based Investment Advisor |
| Founded | 1958 |
| Employees | 11-20 |
| Socials |
Bright Financial Advisors, Inc Email Formats
Bright Financial Advisors, Inc uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@brightfinancialadvisors.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brightfinancialadvisors.com | 62.5% |
{first name}{last name} | johndoe@brightfinancialadvisors.com | 25% |
{first initial}{second initial}{last name} | jodoe@brightfinancialadvisors.com | 12.5% |
About Bright Financial Advisors, Inc
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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Bright Financial Advisors, Inc has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Bright Financial Advisors, Inc has never raised funding before.
Bright Financial Advisors, Inc Tech Stack
Discover the technologies and tools that power Bright Financial Advisors, Inc's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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