Mary Bryant
5 / 5
Yes love it all
Verified Business
Money and Financial Services
Bright Lake Wealth Management
- Phone
- 530-395-0202
- Address
- 1445 Victor Ave, Suite D, Redding, California, United States, 96003
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
Business profile
- Primary category Money and Financial Services
Additional details
Onsite Services Provided
Wheelchair Accessible Entrance
Wheelchair Accessible Restroom Available
Business services
- Annuities Investments
- Asset Protection Strategies
- Investment Strategy
- Ira Legacy Planning
- Life Insurance
- Long-Term Care Strategies
- Retirement Income Strategies
Photos of Bright Lake Wealth Management
Reviews ยท 5 / 5 from 13 reviews
Jeanette Holcomb
5 / 5
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
5 / 5
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
5 / 5
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
5 / 5
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
Find Bright Lake Wealth Management
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.
How do I contact Bright Lake Wealth Management?
You can reach Bright Lake Wealth Management at 530-395-0202 or through www.brightlakewealth.com.
What services does Bright Lake Wealth Management offer?
Bright Lake Wealth Management lists Annuities Investments, Asset Protection Strategies, Investment Strategy, Ira Legacy Planning, Life Insurance, Long-Term Care Strategies.
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