Lighthouse Financial Services Inc - Brea, California

Lighthouse Financial Services Inc: A Comprehensive Overview

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 and Reviews

This company has 34 reviews on Google My Business with an average rating of 5/5. Clients appreciate the personalized attention and in-depth knowledge of the Lighthouse team, which includes financial experts like Jayce and Chris. They are praised for their excellent listening skills and ability to explain complex economic concepts in an easily digestible manner, reinforcing confidence and trust in the management of their clients' financial funds.

One client highlights, "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" Another client shares, "Chris is an excellent listener. He understands my expectations and explains what he feels the market is going to do in the near future." Additionally, a satisfied customer states, "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."

Final Recommendation

If you are seeking a reliable and knowledgeable financial institution, look no further than Lighthouse Financial Services Inc. With their exceptional customer service, in-depth knowledge of financial planning and tax consultation, and commitment to accessibility, they are the ideal choice for managing your financial future. Don't hesitate to visit their website or contact them directly to learn more about how they can assist you in achieving your financial goals.

👍 Reviews of Lighthouse Financial Services Inc

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!

Kendall S.

4/5

Chris is an excellent listener. He understands my expectations and explains what he feels the market is going to do in the near future.

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.

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.

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.

Steve O.

5/5

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

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.

Sandra M.

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