• Verified

Bright Lake Wealth Management

Trusted Financial Advisors For Seniors in Redding CA

Money and Financial Services

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

Working hours

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

Contact

Address
1445 Victor Ave, Suite D, Redding, California, 96003, United States
Status
Verified

Services

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

Attributes

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

Business Rating & Reviews

5 / 5

Based on 13 reviews

Write a review

Mary Bryant

Yes love it all

Jeanette Holcomb

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

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

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

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...

Photos

Location

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

Frequently asked questions

What does Bright Lake Wealth Management do?

Bright Lake Wealth Management is listed under Money and Financial Services.

What are the working hours?

Opening hours are listed in the overview.

Where is Bright Lake Wealth Management located?

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

How do I contact Bright Lake Wealth Management?

Call 530-395-0202. Visit the website linked on this page.

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