Bright Lake Wealth Management - Redding - Redding, California

Bright Lake Wealth Management - Redding

Introduction

Bright Lake Wealth Management - Redding, located at 1445 Victor Ave STE D, Redding, CA 96003, is a reputable financial services company dedicated to assisting clients in achieving their financial goals. With a phone number of 5303950202 and a website at brightlakewealth.com, the company offers a range of financial planning and advisory services.

Specialties and Services

Specializing in financial advisor and financial planner services, Bright Lake Wealth Management - Redding provides personalized guidance to help clients make informed decisions about their investments, retirement planning, and overall financial well-being.

Accessibility and Language Assistance

• Onsite services are available, making it convenient for clients to receive assistance in person.
• The company offers language assistance to ensure effective communication with non-native English speakers.
• With wheelchair accessible entrance, parking lot, and restroom facilities, Bright Lake Wealth Management - Redding caters to clients with disabilities, promoting an inclusive environment.

Client Experiences and Opinions

Clients who have worked with Bright Lake Wealth Management - Redding have shared their positive experiences, highlighting the company's exceptional customer service and dedication to clients' financial success. With an average rating of 5/5 based on 8 reviews on Google My Business, the company has proven its commitment to client satisfaction.

Testimonial Highlights

• Exemplary human beings: The team at Bright Lake treats clients with utmost respect and makes them feel like the most important person in the world.
• Trustworthy and reliable: Clients have found Bright Lake to be trustworthy, regardless of the size of their portfolio.
• Family-oriented approach: The company makes clients feel like part of their family, providing personalized attention and support.
• Above and beyond assistance: Bright Lake goes the extra mile to help clients achieve their financial goals, demonstrating their commitment to clients' success.

Recommendation

If you are seeking a reliable and client-focused financial advisor or planner, Bright Lake Wealth Management - Redding is an excellent choice. With their expertise, personalized approach, and commitment to client satisfaction, they can help you navigate your financial journey and work towards your goals. We highly recommend visiting their website at brightlakewealth.com to learn more about their services and how they can assist you in achieving financial success. Don't hesitate to contact them at 5303950202 to schedule a consultation and take the first step towards a brighter financial future.

👍 Reviews of Bright Lake Wealth Management - Redding

Judy R. H.

5/5

Let me begin by saying the team at Bright Lake are exemplary human beings. Every single team member treats me like I’m the most important person in the world. They have proven to be trustworthy. No matter the size of your portfolio, give Bright Lake a call.

Annette A.

5/5

The members of the Bright Lake office have always made us feel like we are "family" . They have been so helpful and willing to help us with our financial needs ! Easy to talk with and always understanding. They go "above and beyond" to help us financially get to be where we need to be. We are so grateful to have found them.

Sean C.

5/5

A very professional establishment, I have spoken to many many financial advisors and money managers in this team is by far the best I've ever experienced! I would recommend them to anybody that's looking for financial advice to grow their retirement or wealth portfolio!

Robin M.

5/5

The crew is amazing and so friendly.
They have our confidence.
Go to one of their events and meet them and talk. You'll be glad you did.

Ben M.

5/5

Great crew always helpful. I'm very happy with Bright lake. Ted and James are good people.

Jessica T.

5/5

Fantastic group of people. The entire team is amazing to work with - especially Michaela!

Tyler W.

5/5

If you're looking for a financial advisor who is not just knowledgeable but also passionate about helping you achieve your financial goals, look no further than Ted Thatcher of Pine Brook Financial. Ted is a true professional who not only has a deep understanding of the financial industry but also a genuine interest in helping his clients succeed.

Maurice S.

5/5

Very good experience with this young man. Willing to listen, offer advice, and genuinely cares about the financial advice based on your current, and future interests.