Lighthouse Financial Services Inc

Hours

Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed

Chamber Rating

4.6 - (19 reviews)
16
1
0
1
1
Read Our 19 Reviews

Chamber Rating

4.6 - (19 reviews)
16
1
0
1
1
  • Samuel Panossian

    Robert went over my 2023 tax return. He discussed the payments I must make and my estimated taxes.
    Apr 6th, 2024

  • Steve Amromin

    Had a great review at Lighthouse Financial. Good insight into what future plans we make to my portfolio.
    Mar 30th, 2024

  • mo Mitchell

    Thanks again to Jayce and the whole team who helped us have another successful year. Tax preparation was straight-forward and seamless. Appreciating 6 years of assistance, guidance and investing.
    Mar 25th, 2024

  • John Gorman

    Michael is the best I am extremely pleased with all of my dealings with him
    Mar 20th, 2024

  • Sandra Martinez

    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
    Mar 11th, 2024

Read Our 19 Reviews

About
Lighthouse Financial Services Inc

Lighthouse Financial Services Inc is located at 3070 Saturn St #101 in Brea, California 92821. Lighthouse Financial Services Inc can be contacted via phone at 714-572-8900 for pricing, hours and directions.

Contact Info

  •   714-572-8900

Questions & Answers

Q What is the phone number for Lighthouse Financial Services Inc?

A The phone number for Lighthouse Financial Services Inc is: 714-572-8900.


Q Where is Lighthouse Financial Services Inc located?

A Lighthouse Financial Services Inc is located at 3070 Saturn St #101, Brea, CA 92821


Q What is the internet address for Lighthouse Financial Services Inc?

A The website (URL) for Lighthouse Financial Services Inc is: http://www.lighthouselink.com/


Q What days are Lighthouse Financial Services Inc open?

A Lighthouse Financial Services Inc is open:
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed


Q How is Lighthouse Financial Services Inc rated?

A Lighthouse Financial Services Inc has a 4.6 Star Rating from 19 reviewers.

Hours

Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed

Related Categories

Ratings and Reviews
Lighthouse Financial Services Inc

Overall Rating

Overall Rating
( 19 Reviews )
16
1
0
1
1
Write a Review

Samuel Panossian on Google

image Robert went over my 2023 tax return. He discussed the payments I must make and my estimated taxes.

Business Response on Google Apr 6th, 2024
I had a great time visiting with you. Thank you for being a loyal Lighthouse clients for over 20 yrs.

Steve Amromin on Google

image Had a great review at Lighthouse Financial. Good insight into what future plans we make to my portfolio.


mo Mitchell on Google

image Thanks again to Jayce and the whole team who helped us have another successful year. Tax preparation was straight-forward and seamless. Appreciating 6 years of assistance, guidance and investing.

Business Response on Google Mar 24th, 2024
Thank you for choosing Lighthouse Financial as your wealth management partner for the past 6 yrs. On behalf of Jayce and the whole team its is and continues to be our pleasurer to serve you and your family.

John Gorman on Google

image Michael is the best I am extremely pleased with all of my dealings with him

Business Response on Google Mar 23rd, 2024
Hi John, Thank you for your review. It has been Lighthouse Financials privilege to work with you and your family for over a decade now. On behalf of Mike and myself and the Team at LFS, thank you for putting your trust in us.

Sandra Martinez on Google

image 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

Business Response on Google Mar 8th, 2024
Thank you so much for your kind words. Here at Lighthouse Financial, It is clients like you that have made our firm so successful. Thank you for your 17 years of friendship and loyalty. Look forward to 17 more.

Load More Reviews

Overall Rating

Overall Rating
( 19 Reviews )
16
1
0
1
1

Write a Review

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