Bright Lake Wealth Management

01

About this business

Reliable Retirement Planner Near Redding CA

02

Business profile

Business category

Money and Financial Services

Phone

+1 (530) 395-0202

Website

https://www.brightlakewealth.com/

Address

1445 VICTOR AVE STE D, REDDING, CA, 96003, US

Listing status

✓ Certified

03

Additional details

04

Photos from gallery

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Photos from web

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Map & directions

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Reviews

• M

  Mary Bryant

  ★★★★★ May 12, 2025

  Yes love it all

  Owner reply: Awe thank you Mary, we love working with you!!

• J

  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: Thank you so much Jeanette! Jake loves working with you and Jim and we are so pleased to hear you had a wonderful experience with him as well. We are always here for you both whenever you need us!

• S

  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: Thank you so much Sandy!! You and Antonio brighten up our day every time we see you. Thank you for being wonderful clients since 2023 and we look forward to many more years with you both!

• 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.

  Owner reply: Thank you for your kind words Linda! We have loved being able to serve you and Derek the past few years. We appreciate the trust you put in Ted and the rest of our team 💙

• 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

  Owner reply: Thank you so much Dana! We love working with you and we are so grateful to have the opportunity to continuously serve you as well.