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Bright Lake Wealth Management
BL
About the business
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
Services and amenities
- Onsite Services ProvidedBusiness
- Wheelchair Accessible EntranceBusiness
- Wheelchair Accessible Restroom AvailableWashroom
Business profile
- Primary category
- Financial advisor
- Secondary categories
- Financial planner
- City
- Redding
- State
- California
- Country
- United States
- Postal code
- 96003
Business facts
- Projects per year
- 0
- Total projects
- 0
Business hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 AM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday Today | Closed |
| Sunday | Closed |
Hours can change on holidays. Call 530-395-0202 to confirm before visiting.
Photo gallery
Reviews
Based on 13 reviews
-
Mary BryantMay 12, 2025
Yes love it all
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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
-
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
-
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.
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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
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Write a reviewMap and directions
1445 Victor Ave, Suite D, Redding, California, 96003, United States
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