The Future of Investing

Bay Mutual Financial

We are a full-service and registered investment advisor providing comprehensive and world-class consulting and solutions for corporations, individuals, institutions, foundations and non-profit organizations.

We understand that our firm is the people who comprise Bay Mutual Financial and The Plan Advisors.  As such, our firm will have highly educated and trained people committed to client satisfaction.

We commit that our advice and consulting is objective, unbiased, and fees are fully disclosed.


Bay Mutual Financial is a member of the Securities Investment Protection Corporation (SIPC).

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