Expert Retirement Advisor in Redding CA

Bright Lake Wealth Management website screenshot
Money and Financial Services

Bright Lake Wealth Management

5.0★★★★★13 reviews✓ ClaimedCertified
About Business

Expert Retirement Advisor in Redding CA

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

Retirement Advisor Redding CA
Services

Services offered

Service 1Annuities Investments
Service 2Asset Protection Strategies
Service 3Investment Strategy
Service 4Ira Legacy Planning
Service 5Life Insurance
Service 6Long-Term Care Strategies
Service 7Retirement Income Strategies
Profile

Business profile

Primary categoryFinancial advisor
Secondary categoriesFinancial planner
Profile statusClaimed by the business
Listed byTed Thatcher
History

Credentials and trust

Verified Listing
Verified by the directory24*7.org team
Services and Amenities

Additional details

Onsite Services Provided

Wheelchair Accessible Entrance

Wheelchair Accessible Restroom Available

Company Details

Business facts

0Average Project Size
0Total Projects Executed
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
How To Reach Us

Contact details

Reviews

5.0 rating from 13 reviews

5.0
★★★★★
13 reviews
5 star
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M
Mary Bryant
★★★★★
May 12, 2025

Yes love it all

J
Jeanette Holcomb
★★★★★
May 08, 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 MCKENNA
★★★★★
May 02, 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 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.

D
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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