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Money and Financial Services Retirement Financial Planner in Redding CA

Bright Lake Wealth Management

5★★★★★13 reviews ✓ Claimed
📍 1445 Victor Ave, Suite D, Redding, California, 96003, United States 📞 +1 (530) 395-0202
About Business

Retirement Financial Planner in Redding CA

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 Planner Redding CA
Services

Business services

Services OneAnnuities Investments
Services TwoAsset Protection Strategies
Services ThreeInvestment Strategy
Services FourIra Legacy Planning
Services FiveLife Insurance
Services SixLong-Term Care Strategies
Services SevenRetirement Income Strategies
Profile

Business profile

Primary categoryMoney and Financial Services
Secondary categoriesFinancial planner

Services and amenities

Onsite Services Provided
Wheelchair Accessible Entrance
Wheelchair Accessible Restroom Available
Working Hours

Business hours

  • Monday9:00 AM to 5:00 PM
  • Tuesday9:00 AM to 5:00 AM
  • Wednesday9:00 AM to 5:00 PM
  • Thursday9:00 AM to 5:00 PM
  • Friday9:00 AM to 5:00 PM
  • SaturdayClosed
  • SundayClosed
How To Reach Us

Contact details

Reviews

5 rating from 13 reviews

Write a Review
5★★★★★
Based on 13 reviews
5 star
769%
4 star
0%
3 star
0%
2 star
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1 star
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M
Mary Bryant★★★★★
2025-05-12

Yes love it all

J
Jeanette Holcomb★★★★★
2025-05-08

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 MCKENNA★★★★★
2025-05-02

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 Willis★★★★★
2025-04-25

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 Crouse★★★★★
2025-04-21

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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