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 Near Redding CA

Services Provided

Sunday: Closed
Monday: 9:00 AM to 5:00 PM
Tuesday: 9:00 AM to 5:00 AM
Wednesday: 9:00 AM to 5:00 PM
Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 5:00 PM
Saturday: Closed

Financial consultant
88%
Financial planner
12%

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Recommended Reviews

5 7 Reviews

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Judy Rucker Hanawalt

January 13, 2025

Let me begin by saying the team at Bright Lake are exemplary human beings. Every single team member treats me like I’m the most important person in the world. They have proven to be trustworthy. No matter the size of your portfolio, give Bright Lake a call.
Annette Allen

November 19, 2024

The members of the Bright Lake office have always made us feel like we are "family" . They have been so helpful and willing to help us with our financial needs ! Easy to talk with and always understanding. They go "above and beyond" to help us financially get to be where we need to be. We are so grateful to have found them.
Ben Main

October 14, 2024

Great crew always helpful. I'm very happy with Bright lake. Ted and James are good people.
Robin Main

October 14, 2024

The crew is amazing and so friendly. They have our confidence. Go to one of their events and meet them and talk. You'll be glad you did.
Jessica Torres

October 11, 2024

Fantastic group of people. The entire team is amazing to work with - especially Michaela!