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Bright Lake Wealth Management

1445 Victor Ave, Suite D, Redding, California, 96003, United States
★★★★★ 5.0 · 13 reviews
About Business

Looking for trusted financial advisors for seniors in Redding, CA? Our expert team specializes in retirement planning, wealth management, and securing a comfortable future for seniors. Get personalized advice tailored to your financial needs today.

Financial Advisors For Seniors Redding CA

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Primary categoryFinancial advisor
Secondary categoriesFinancial planner
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Services and Amenities

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Onsite Services Provided

Wheelchair Accessible Entrance

Wheelchair Accessible Restroom Available

Company Details

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0Average Projects
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Working Hours

Business hours

  • Monday9:00 AM - 5:00 PM
  • Tuesday9:00 AM - 5:00 AM
  • Wednesday9:00 AM - 5:00 PM
  • Thursday9:00 AM - 5:00 PM
  • Friday9:00 AM - 5:00 PM
  • SaturdayClosed
  • SundayClosed
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Reviews

5.0 out of 5

5.0★★★★★
Based on 13 reviews
5 star
100%
4 star
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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

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