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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
3000 E Birch St #107, Ste 107, Brea, CA, 92821, United States
Get directionsWeekday | 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 |
Lighthouse Financial Services Inc has a 4.9 star rating with 53 reviews.
Lighthouse Financial Services Inc is open now. It will close at 5:00 p.m.
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