Yes love it all
Bright Lake Wealth Management
Retirement Financial Planner Redding CA
Financial advisor ✔ Verified business Redding, California ★ 5.0 / 5
About this business
Looking for a trusted retirement financial planner in Redding, CA? Our expert financial planners provide tailored retirement planning services, ensuring a secure financial future. Contact us today to start planning your retirement with a personalized strategy.
Services and amenities
Onsite Services Provided
Wheelchair Accessible Entrance
Wheelchair Accessible Restroom AvailablePhoto gallery
Photos from the web
Business profile
| Business name | Bright Lake Wealth Management |
|---|---|
| Category | Financial advisor |
| Also listed as | Financial planner |
| Listing title | Retirement Financial Planner Redding CA |
| Street address | 1445 Victor Ave, Suite D |
| City | Redding |
| State / region | California |
| Postal code | 96003 |
| Country | United States |
| Projects completed | 0 |
| Average project size | 0 |
| Verification | Verified |
Location & directions
Business rating & reviews
5.0★★★★★
Based on 13 reviews
Jake was so helpful and informative. Accomplished in communication and understanding my questions. We were able to complete the process quickly and efficiently. Thank you
Both Ted and James Thatcher genuinely care. They are both very professional, respectful, listen and most importantly are manage funds exceptionally well for both my husband and I. I highly recommend Bright Lake again and again
Ted and his team always provide exceptional service. Staff is friendly and professional and you even get warm cookies! The fee concerned me at first, but Ted made much more for us than we would have on our own, more than making up for any commission. He also acted quickly to protect our assets when the stock market became volatile. Would highly recommend.
The Team at Bright Lake inspire confidence in their investors ! The customer service is top notch! The team at Bright Lake have done very well for me for the last two years. Their investment strategies have performed above market trends. I have been extremely satisfied with the one-on-one attention. They make me feel important and that they genuinely care about their clients! I absolutely would recommend Bright Lake to handle investments and retirement services for any of my friends and family! DC
Write a review
Opens the business profile on Google.
Nearby in the directory
More in this category Related listings
Expound Wealth Management
Expound Wealth Management offers professional wealth management services in Plano, TX, helping clients take a strategic approach to investments, financial planning, and long-term wealth…
Lenker and Associates LLC
Lenker and Associates LLC delivers professional Certified Public Accountant St Petersburg FL services including tax planning bookkeeping and financial reporting Contact us today to…
Hammett Financial, P.A.
Hammett Financial, P.A. provides business tax preparation in Ocala, FL, and surrounding areas, helping businesses organize financial information and manage tax filing requirements. Professional…
