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Bright Lake Wealth Management

Financial advisor · 1445 Victor Ave, Suite D, Redding, California, 96003, United States

About Business

Bright Lake Wealth Management

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

Profile

Business profile

Primary categoryFinancial advisor
Secondary categoriesFinancial planner
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

Reviews

5 rating from 13 reviews

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513 reviews
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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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Frequently asked questions

Find quick answers about this business, its services, appointments, and ways to get in touch.

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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