Lighthouse Financial Services Inc - Brea, California

Lighthouse Financial Services Inc, located at Address: 3070 Saturn St #101, Brea, CA 92821, is a renowned financial institution that offers a range of services to its clients. With a phone number: 145728900 and an accessible website, Website: lighthouselink.com, the company has built a strong reputation as a reliable and trustworthy financial partner.

The company's specialties include financial planning, tax consulting, and institutional services. These services are designed to meet the unique needs of each client, whether they are individuals or businesses. The team at Lighthouse Financial Services Inc is dedicated to providing personalized attention and expert guidance to help clients achieve their financial goals.

Lighthouse Financial Services Inc is committed to making its services accessible to all. The company's location has a wheelchair accessible entrance and wheelchair accessible parking lot, making it easy for clients with mobility challenges to access the building.

In addition, the company offers onsite services, allowing clients to receive expert financial advice and support in person. This can be especially valuable for clients who prefer face-to-face interactions or who have complex financial needs that require specialized attention.

With 28 reviews on Google My Business and an average opinion: 5/5, Lighthouse Financial Services Inc has earned a strong reputation as a reliable and trustworthy financial partner. Clients have praised the company's knowledgeable and friendly team, as well as its commitment to providing personalized attention and expert guidance.

Overall, Lighthouse Financial Services Inc is an excellent choice for anyone seeking financial planning, tax consulting, or institutional services. With its convenient location, accessibility features, and commitment to client satisfaction, the company stands out as a leader in its field.

If you are looking for a financial institution that offers personalized attention and expert guidance, look no further than Lighthouse Financial Services Inc. Contact the company today through its website, lighthouselink.com, to learn more about its services and how they can help you achieve your financial goals.

Reviews of Lighthouse Financial Services Inc

Terry Holte

5/5

Informative time spent catching up on the economic climate past, present and future. Reinforces confidence level and trust in management of my financial funds with Lighthouse.

Steve Balentine

5/5

Chris is always very thoughtful, professional, and pleasant to work with. We appreciate all that he has done for us and our family.

Jim Toni

5/5

Chris Soukup, CFP advisor has been a excellent representative at Lighthouse Financial. He has always shown a genuine interest in our investments and how we can better our portfolio. Also the crew at Lighthouse Financial is very versed to answer questions and/or provide answers.

Tom Liebermann

5/5

Chris is always knowledgeable about our portfolio and listens to our concerns. Always good to get a report of our earnings.

mike schieffer

5/5

Very informative visit. No question was too insignificant to Chris. He went to great lengths to make sure they were answered to my satisfaction.

Life Yard

5/5

Janel was so excellent very informative felt so good after I was. Big Up

Steve Oettinger

5/5

Enjoyed and found time interesting and worthwhile.
Jayce does an excellent job.

Sandra Martinez

5/5

Lighthouse Financial has been our trusted advisor for several years. We recently meet with Robert for 2024 forecast and other business and as always Charissa greeted us with warmth AND professionalism and Robert provided essential facts and detailed explanations in a relaxed and comfortable environment. We always come away with the satisfaction of being fully informed