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Bright Lake Wealth Management

Bright Lake Wealth Management

Financial advisor in Redding, California

5.013 reviews Claimed Verified

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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

Visit Retirement Advisor Redding CA

Services

What they offer

01Annuities Investments

02Asset Protection Strategies

03Investment Strategy

04Ira Legacy Planning

05Life Insurance

06Long-Term Care Strategies

07Retirement Income Strategies

Also mentioned: Financial planner

Business profile

Profile

Primary category: Money and Financial Services
Business type: Financial advisor
Street: 1445 Victor Ave, Suite D
City: Redding
State: California
Postal code: 96003
Country: United States

Credentials & trust

Credentials

Claimed listing
Verified on WebSnoop
Listed on WebSnoop since September 2024

Additional details

Services & amenities

Phone enquiries
Website
Street address published
Google Maps profile
Opening hours published
Accessibility details published
Onsite Services Provided
Wheelchair Accessible Entrance
Wheelchair Accessible Restroom Available

Business facts

By the numbers

7services listed

—years in business

4photos

13reviews

Business hours

Opening hours

Opening hours
Monday	9:00 AM – 5:00 PM
Tuesday	9:00 AM – 5:00 AM
Wednesday	9:00 AM – 5:00 PM
Thursday (today)	9:00 AM – 5:00 PM
Friday	9:00 AM – 5:00 PM
Saturday	Closed
Sunday	Closed

Contact details

Get in touch

Phone530-395-0202 WebsiteRetirement Advisor Redding CA Address1445 Victor Ave, Suite D, Redding, California 96003 Emailhello@brightlakewealth.com Google MapsView the business profile

Photo gallery

Web photos

Photos from the web

Video

Meet the business

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Reviews

5.0 rating from 13 reviews

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5.013 reviews

5★100%
4★0%
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2★0%
1★0%

Mary Bryant

Yes love it all

May 12, 2025

Jeanette Holcomb

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

May 8, 2025

SANDY MCKENNA

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

May 2, 2025

Linda Willis

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.

Apr 25, 2025

Dana Crouse

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

Apr 21, 2025

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