Financial advisor Verified

Bright Lake Wealth Management

  • 5.0(13 reviews)
  • 1445 Victor Ave, Suite D, Redding, California, 96003, United States
  • Open today
About Business

Professional Retirement Advisor in Redding CA

Seeking retirement planning advice near Redding, CA Bright Lake Wealth offers expert financial services tailored to your retirement goals Contact us today

Primary categoryFinancial advisor
Also listed inFinancial planner
5.0★Customer Rating
Highlights & Amenities

Why customers choose Bright Lake Wealth Management

  • Onsite Services Provided
  • Wheelchair Accessible Entrance
  • Wheelchair Accessible Restroom Available
  • Annuities Investments
  • Asset Protection Strategies
  • Investment Strategy
  • Ira Legacy Planning
  • Life Insurance
  • Long-Term Care Strategies
  • Retirement Income Strategies
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Verified & Trusted Business

Ownership verified by bestbizofweb.com. Business details and contact information were reviewed by our team.

Reviews

What customers are saying

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5.0Based on 13 reviews
5 100%
4 0%
3 0%
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1 0%
MB
Mary BryantMay 12, 2025
★★★★★

Yes love it all

Google review
JH
Jeanette HolcombMay 08, 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

Google review
SM
SANDY MCKENNAMay 02, 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

Google review
LW
Linda 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.

Google review
DC
Dana 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

Google review
Location

Find Bright Lake Wealth Management

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

Need To Know

Frequently asked questions

Bright Lake Wealth Management is listed under Financial advisor. Visit the business website or contact the team directly for a full list of services.

Current opening hours are listed in the business hours panel on this page. Calling ahead is recommended for holiday schedules.

Bright Lake Wealth Management is based in Redding, California and welcomes customers from surrounding areas. Contact the team to confirm local availability.

Call 530-395-0202. Email hello@brightlakewealth.com. Or visit the website linked on this page.

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