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About this business

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

Company Details

Average Project Size0
Projects Completed0

Services

  • Annuities Investments
  • Asset Protection Strategies
  • Investment Strategy
  • Ira Legacy Planning
  • Life Insurance
  • Long-Term Care Strategies
  • Retirement Income Strategies

Amenities

Business

Onsite Services Provided
Wheelchair Accessible Entrance

Washroom

Wheelchair Accessible Restroom Available

Reviews

5Based on 13 reviews
Write a review

Reviewer
Yes love it all

Reviewer
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

Reviewer
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

Reviewer
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.

Reviewer
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

Photos from Web

Location

1445 Victor Ave, Suite D, Redding, California, United States, 96003

Frequently asked questions

Where is Bright Lake Wealth Management located?

Bright Lake Wealth Management is located at 1445 Victor Ave, Suite D, Redding, California, United States, 96003. See the location.

How do I contact Bright Lake Wealth Management?

Call 530-395-0202.

What does Bright Lake Wealth Management offer?

This listing is filed under Money and Financial Services. See the services.

Is this listing verified?

Yes. This listing is marked owner verified.

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