Bright Lake Wealth Management

Bright Lake Wealth Management Verified

5 (13)
Money and Financial ServicesRedding, CaliforniaClosed

About

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.

Highlights

  • Onsite Services Provided
  • Wheelchair Accessible Entrance
  • Wheelchair Accessible Restroom Available
  • Verified business

Services

Money and Financial Services

Services

Money and Financial Services

Ask Bright Lake Wealth Management about money and financial services and get a clear quote before any work begins.

Reviews

5
5 (13)

Overall rating

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MBMary BryantMay 12, 2025

Yes love it all

JHJeanette HolcombMay 8, 2025

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

SMSANDY MCKENNAMay 2, 2025

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

LWLinda WillisApril 25, 2025

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.

DCDana CrouseApril 21, 2025

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

Location

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

Get Directions

FAQ

Bright Lake Wealth Management serves Redding, California and nearby communities.

Call +1 530-395-0202 or use the Website button on this profile.

Sunday Closed. Monday 9:00 AM to 5:00 PM. Tuesday 9:00 AM to 5:00 AM. Wednesday 9:00 AM to 5:00 PM. Thursday 9:00 AM to 5:00 PM. Friday 9:00 AM to 5:00 PM. Saturday Closed.

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