Bright Lake Wealth Management

Money and Financial Services

Bright Lake Wealth Management

Retirement Financial Advisor in Redding CA

5.0 (13 reviews) Claimed listing

Redding, California   |   +1 530-395-0202

About Business

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

Retirement Financial Advisor Redding CA
Services

What Bright Lake Wealth Management offers

Primary categoryMoney and Financial Services
Also listed asFinancial planner
Profile

Business profile

Primary categoryMoney and Financial Services
Listing statusClaimed
LocationRedding, California
Services and Amenities

Additional details

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

Photos from Bright Lake Wealth Management

Reviews

5.0 rating from 13 reviews

5.0

13 Google reviews

Write a review
M
Mary BryantMay 12, 2025

Yes love it all

J
Jeanette HolcombMay 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

S
SANDY MCKENNAMay 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

L
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.

D
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…

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