About Bright Lake Wealth Management - Redding
Reviews for Bright Lake Wealth Management - Redding
Write a reviewHours
Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Bright Lake Wealth Management is dedicated to helping families navigate the complexities of retirement planning. They focus on creating strategies that protect assets and maximize savings. Clients have praised the team's professionalism, communication skills, and genuine care for their needs. The staff is friendly and offers exceptional service, often going above and beyond, even providing warm cookies. Many clients have noted that the fees are justified by the significant financial benefits gained, especially in times of market volatility. Bright Lake comes highly recommended for those seeking trustworthy financial guidance.
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
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
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.