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Financial advisor

Retirement And Financial Planning Advisor in Redding CA

Bright Lake Wealth Management

530-395-0202 Visit Website
Overview

About this listing

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

Profile

Business profile

Primary category

Financial advisor

Secondary categories

Financial planner

Listing status

Verified

Services and Amenities

Additional details

Onsite Services Provided

Wheelchair Accessible Entrance

Wheelchair Accessible Restroom Available

Services

Business services

Annuities Investments

Asset Protection Strategies

Investment Strategy

Ira Legacy Planning

Life Insurance

Long-Term Care Strategies

Retirement Income Strategies

Photo Gallery

Photos of Bright Lake Wealth Management

Bright Lake Wealth Management Bright Lake Wealth Management Bright Lake Wealth Management
Reviews

5 rating from 13 reviews

5

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Mary Bryant ★★★★★

May 12, 2025

Yes love it all

Jeanette Holcomb ★★★★★

May 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

SANDY MCKENNA ★★★★★

May 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

Linda Willis ★★★★★

April 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.

Dana Crouse ★★★★★

April 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

Location

Map

Need to Know

Frequently asked questions

What services does Bright Lake Wealth Management provide?

Bright Lake Wealth Management is listed under Financial advisor. See the About and Additional details sections on this page for more information.

What are the business hours?

Current opening hours are listed in the Business hours panel. Calling ahead is recommended for holiday schedules.

How can I contact Bright Lake Wealth Management?

Call 530-395-0202, or use the email and website links in the Contact details panel.

Where is the business located?

The business is located at 1445 Victor Ave, Suite D, Redding, California, 96003, United States. Use the map on this page for directions.

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