About business

About Reliable Retirement Planner Near Redding CA

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

How to reach us

Contact details

Address1445 Victor Ave, Suite D, Redding, California, 96003, United States
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

Profile

Business profile

Primary category Financial advisor
Secondary categoriesFinancial planner
Amenities

Additional details

Onsite Services Provided

Wheelchair Accessible Entrance

Wheelchair Accessible Restroom Available

Company details

Business facts

Average Project Size
0
Total Projects Executed
0
Services

Services and service areas

Services offered

  • Annuities Investments
  • Asset Protection Strategies
  • Investment Strategy
  • Ira Legacy Planning
  • Life Insurance
  • Long-Term Care Strategies
  • Retirement Income Strategies

Areas served

  • Redding, CA, USA
Photo gallery

Photos from the web

Bright Lake Wealth Management web photo 1Bright Lake Wealth Management web photo 2Bright Lake Wealth Management web photo 3
Reviews

5.0 rating from 13 reviews

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Mary Bryant★★★★★
May 12, 2025

Yes love it all

Owner reply: Array

Jeanette Holcomb★★★★★
May 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

Owner reply: Array

SANDY MCKENNA★★★★★
May 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

Owner reply: Array

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.

Owner reply: Array

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

Owner reply: Array

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