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Bright Lake Wealth Management: Medford
- Financial Services
- Medford, OR
About this business
Location details
3523 Arrowhead Dr Ste 101, Medford, OR, 97504, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
**I personally am not a client of their's so I cannot review how their services are, but I was a guest at their event today** Everyone was super nice and friendly! The activities were great as they hosted at a golf place, and did bingo and raffles! I won their Italian themed basket which was amazing! The brothers seemed super sweet and caring as they greeted many people by name, and introduced themselves to me in a professional and kind manner! 10/10 experience! Though the only downside of the event was the fruit probably sh... read more
James and his team are very professional, educated on financial issues and stocks. I appreciate their attentive care of my retirement interests.
I welcome communications from Bright Lake. I know that the outreach will be professional. The team provided retirement options that exceeded our expectations and have continued to be excellent fiduciaries for us. We recommend Bright Lake Wealth Management to anyone nearing retirement, or even already retired.
Good outreach. Low key. Not pushy. Easy to understand presentation. Followup one-on-one session included straightforward information, and no pressure. Thank you so much!
They are always available for questions or concerns. We appreciate the staff at Bright Lake.
Frequently asked questions about Bright Lake Wealth Management: Medford
How is Bright Lake Wealth Management: Medford rated?
Bright Lake Wealth Management: Medford has a 4.9 star rating with 14 reviews.
When is Bright Lake Wealth Management: Medford open?
Bright Lake Wealth Management: Medford is closed now. It will open at 8:00 a.m.