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Lighthouse Financial Services Inc
- Financial Services
- Brea, CA
About this business
Lighthouse Financial Services Inc. is a Wealth and Portfolio Management Advisory Firm. Our definition of "Wealth and Portfolio Management" is "an investment advisory discipline that incorporates investment portfolio management and financial planning along with a number of other ancillary financial disciplines" Our clients are high net worth individuals, small business owners, non profits, foundations and families, who generally, have a need for one or more of the following services. Portfolio Management, Financial Planning, ... read more
Location details
3000 E Birch St #107, Ste 107, Brea, CA, 92821, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedThorough and mindful financial planning
I may have been with Lighthouse, together with TD Ameritrade for nearly 15 years! Because of my confidence in the operation and workings, I recently transferred a sizeable portion of my 401K to Lighthouse. That shows trust and confidence that I have with Lighthouse: essentially, putting all my eggs in one basket. I believe I am in good hands.
I have been with Lighthouse since 2012 and they have been doing a nice job of managing my investments. They are very good at taking the time to discuss situations concerning my financial matters.
I have been with Lighthouse since 2012 and they have been doing a nice job of managing my investments. They are very good at taking the time to discuss situations concerning my financial matters.
Frequently asked questions about Lighthouse Financial Services Inc
How is Lighthouse Financial Services Inc rated?
Lighthouse Financial Services Inc has a 4.9 star rating with 46 reviews.
When is Lighthouse Financial Services Inc open?
Lighthouse Financial Services Inc is open now. It will close at 5:00 p.m.
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