Lighthouse Financial Services Inc - Brea, California

Lighthouse Financial Services Inc: A Comprehensive Overview

Lighthouse Financial Services Inc, located at 3070 Saturn St #101, Brea, CA 92821, United States, is a renowned financial institution that has been a beacon of guidance for countless individuals and businesses seeking expert financial planning, tax advice, and a range of other financial services. With their state-of-the-art facilities, including an on-site parking and wheelchair-accessible entrance, Lighthouse Financial Services Inc ensures that accessibility and convenience are at the forefront of their service delivery.

Stellar Specialties and Services

The specialties of Lighthouse Financial Services Inc are diverse and cater to the unique needs of their clients. As Financial institution, Financial planner, and Tax Advisor, they offer comprehensive solutions for managing wealth, optimizing investments, and navigating the complexities of tax laws. Their team of expert advisors, led by the highly-regarded Jayce, are committed to providing personalized financial guidance, ensuring that clients feel informed and empowered about their financial future.

On-Site Services and Accessibility

• Lighthouse Financial Services Inc boasts on-site services that cater to the diverse needs of their clients.
• The facility is equipped with a wheelchair-accessible car park, ensuring easy access for all visitors.
• A wheelchair-accessible entrance is available, providing convenience and accessibility for everyone.
• Ample on-site parking is provided, eliminating the stress of finding parking spaces nearby.

Client Testimonials and Reviews

With an average opinion rating of 5/5 based on 33 reviews on Google My Business, it's clear that Lighthouse Financial Services Inc is held in high regard by their clients. The testimonials speak volumes about the quality of service and the dedication of their team. One client appreciates Jayce's regular check-ins and informative discussions on the economy, while another found their questions thoroughly addressed by Chris. These reviews underscore the personalized and comprehensive approach of Lighthouse Financial Services Inc.

Final Recommendation

If you're seeking a reliable and knowledgeable financial partner, look no further than Lighthouse Financial Services Inc. Their commitment to personalized service, expert advice, and accessibility make them an exceptional choice for anyone looking to optimize their financial planning and tax management. We highly recommend reaching out to Lighthouse Financial Services Inc through their official website or by phone at 7145728900 to schedule a consultation and take the first step towards securing your financial future. Let the experienced team at Lighthouse Financial Services Inc illuminate the path to financial success for you.

👍 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!

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.

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.

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.

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.

Life Y.

5/5

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

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.