Lighthouse Financial Services Inc - Brea, California

Address: 3070 Saturn St #101, Brea, CA 92821.
Phone: 145728900.
Website: lighthouselink.com
Specialties: Financial institution, Financial planner, Tax consultant.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, On-site parking.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lighthouse Financial Services Inc

Lighthouse Financial Services Inc 3070 Saturn St #101, Brea, CA 92821

⏰ Open Hours of Lighthouse Financial Services Inc

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Lighthouse Financial Services Inc: A Comprehensive Overview

Lighthouse Financial Services Inc, located at 3070 Saturn St #101, Brea, CA 92821, is a reputable financial institution that has been serving clients for many years. With a phone number of 145728900 and a website available at lighthouselink.com, the company is dedicated to providing top-notch financial planning, tax consultation, and financial management services.

Specialties and Expertise

The company specializes in offering a wide range of financial services, including:

  • Financial institution services to manage your funds effectively
  • Financial planning to help you achieve your long-term financial goals
  • Tax consultation to ensure you are optimizing your tax returns and staying compliant with tax laws

Additional Services and Accessibility

Lighthouse Financial Services Inc goes above and beyond to provide a comfortable and accessible environment for their clients. They offer onsite services, ensuring that their clients receive personalized attention. The facility is equipped with a wheelchair-accessible entrance and parking lot, as well as on-site parking, making it convenient for everyone to access their services.

Client Reviews and Testimonials

The company has garnered a stellar reputation among its clients, with a 5/5 average rating from 33 reviews on Google My Business. Clients consistently praise the knowledgeable and approachable staff, such as Jayce and Chris, who take the time to explain complex financial concepts and address any concerns thoroughly. Many clients highly value the personalized attention and trust in the management of their financial funds.

One client shared: "We always appreciate Jayce checking in with us to review our investments. Hearing his thoughts on the economy helps me to digest what I am reading online. We highly value Jayce and the Lighthouse team"

Another client noted: "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."

A third client expressed: "Very informative visit. No question was too insignificant to Chris. He went to great lengths to make sure they were answered to my satisfaction."

Final Recommendation

If you are searching for a reliable and knowledgeable financial institution to guide you through your financial journey, look no further than Lighthouse Financial Services Inc. Their dedication to personalized attention, expertise, and accessibility make them the ideal choice for anyone seeking financial planning, tax consultation, or general financial management services.

We highly recommend visiting their website at lighthouselink.com to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to contact them via phone at 145728900 or by visiting their office in Brea, California.

👍 Reviews of Lighthouse Financial Services Inc

Lighthouse Financial Services Inc - Brea, California
Trish C.
5/5

We always appreciate Jayce checking in with us to review our investments. Hearing his thoughts on the economy help me to digest what I am reading online. We highly value Jayce and the Lighthouse team!

Lighthouse Financial Services Inc - Brea, California
Terry H.
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.

Lighthouse Financial Services Inc - Brea, California
mike S.
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.

Lighthouse Financial Services Inc - Brea, California
Tom L.
5/5

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

Lighthouse Financial Services Inc - Brea, California
Steve B.
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.

Lighthouse Financial Services Inc - Brea, California
Life Y.
5/5

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

Lighthouse Financial Services Inc - Brea, California
Steve O.
5/5

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

Lighthouse Financial Services Inc - Brea, California
Jim T.
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.

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