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Bright Lake Wealth Management
Money and Financial Services See opening hours

Retirement Financial Planner Redding CA – Expert Guidance for a Secure Future

5.0 / 5.0 13 Google reviews
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01 Overview

About Bright Lake Wealth Management

Bright Lake Wealth offers personalized financial planning and investment strategies designed to help individuals and businesses achieve their financial goals. With a focus on comprehensive wealth management, our expert team provides tailored solutions, investment guidance, and retirement planning to build and preserve wealth

Retirement Financial Planner Redding CA

Business profile

Business CategoryFinancial advisor
Secondary CategoryFinancial planner
02 Highlights

Why customers choose them

Additional details

Onsite Services Provided
Wheelchair Accessible Entrance
Wheelchair Accessible Restroom Available

Credentials & trust

Premium Verified BusinessPremium verified business
03 Reviews

What customers say

Write a review
5.0

13 Google reviews

5 stars
100%
4 stars
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3 stars
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2 stars
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1 star
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Mary Bryant★★★★★

Yes love it all

Jeanette Holcomb★★★★★

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

SANDY MCKENNA★★★★★

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

Linda Willis★★★★★

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.

Dana Crouse★★★★★

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

04 Photos & video

Take a look inside

Bright Lake Wealth Management photo 1 Bright Lake Wealth Management photo 2 Bright Lake Wealth Management photo 3 Bright Lake Wealth Management photo 4
05 Hours & company

When to reach them

Business hours

SundayHours ClosedClosed
MondayHours 9:00 AM - 5:00 PMOpen
TuesdayHours 9:00 AM - 5:00 AMOpen
WednesdayHours 9:00 AM - 5:00 PMOpen
ThursdayHours 9:00 AM - 5:00 PMOpen
FridayHours 9:00 AM - 5:00 PMOpen
SaturdayHours ClosedClosed

Company details

Average Project Size0
Total Projects Executed0
06 Location & contact

Find & contact them

Address
1445 Victor Ave, Suite D, Redding, California, 96003, United States
Get directions

Reach the business

Address1445 Victor Ave, Suite D, Redding, California, 96003, United States
Phone530-395-0202 Websitewww.brightlakewealth.com

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