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Lighthouse Financial

4.7

About this business

Lighthouse Financial is a regional, boutique, financial services firm that consist of 5 advisors. Some of our professionals have backgrounds as CPAs, or have experience with estate planning strategies. Our combined experience is over 60 years with the oldest in their 50's and the youngest in their 20's. We have offices in Rogers & Bentonville, AR and Tulsa & Edmond OK. We focus on working with high income and high net worth individuals to help them plan for... and more importantly REACH ... their financial goals. 

Location details

3704 W Southern Hills Blvd #100, Ste 100, Rogers, AR, 72758, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.781 reviews
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Zan Myers's profile image
Zan Myers 
on Google
3 months ago

My wife and I met with Steve and Micheal several times and determined they were more concerned with lining their own pocket than ours. I would AVOID doing business with Lighthouse Financial. 

Brent and Kim Ukens's profile image
Brent and Kim Ukens 
on Google
4 months ago

Chad Kennedy is very passionate, knowledgeable, efficient and has an understanding of his clients needs! He is great to work with. We highly recommend him in any financial endeavors you may have. 

Dale Thompson's profile image
Dale Thompson 
on Google
9 months ago

I am abolutely ecstatic over the services recieved through Lighthouse and my Team including Steve Schulthies and Michael Yawn in Bentonville!!! I moved from a "retail" firm to a personalalized boutique firm expereince and I cannot be more grateful for the handling of my needs. Steve has a brilliant mind with a caring apraoch with a full grasp of high networth financial needs. Michael is adept at all the in the weeds processes to make the magic happen They have incorporated balanced investment strategies with long term planni... read more

Dale's profile image
Dale 
on Google
9 months ago

We have been working with Steve at Lighthouse Financial since 2022. Steve is an excellent advisor, knowledgeable and has exceeded our expectations. Steve explains our financial plan in a way that we understand. Whenever we need to talk, he responds quickly. We highly recommend Lighthouse Financial. Dale and Danna Sands 

Linda Combs's profile image
Linda Combs 
on Google
9 months ago

Linda and I have been with Lance for 30 years. Lance and now Steve and Michael are always there if you need them. It is so assuring to have someone you can trust with your retirement investments. We definitely recommend Lighthouse Financial to take care of your financial planning and investments. 

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Frequently asked questions about Lighthouse Financial

How is Lighthouse Financial rated?

Lighthouse Financial has a 4.7 star rating with 81 reviews. 

When is Lighthouse Financial open?

Lighthouse Financial is closed now. It will open tomorrow at 8:00 a.m. 

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