Yahoo
Michael Verity, CFA
EXECUTIVE VICE PRESIDENT, CIO, OWNER
Jayce Lowe, ChFC®
VICE PRESIDENT, WEALTH MANAGER, OWNER
Christopher Soukup, CFP®
WEALTH MANAGER
Robert G. McDaniel
PRESIDENT, CEO, OWNER
Lighthouse Financial Services Investment Service

At Lighthouse Financial we believe that the pathway to your success begins with the ability to harness resources and intellectual expertise in order to design a financial strategy specifically for you. We also know that long-term relationships require transparency, integrity, and respect. This is why we are among a select group of firms which hold the designation of "FEE-ONLY." This means that we DO NOT receive commissions or back-end benefits for any services or products that we recommend. So whether you need investment management, financial planning, or tax services, when you are a Lighthouse Financial client you can be assured that we are there for YOU from start to finish.

Website: lighthouselink.com

Phone: (714) 572-8900

Cross Streets: Near the intersection of Saturn St and Imperial Hwy/E Imperial Hwy

Response 23 mins. Response rate 100%

Closed now

  • Mon 8:00 AM - 5:00 PM

3070 Saturn St Brea, CA 92821 ·2168.52 mi

Is this your business? Verify your listing

Reviews

yelp
4.0 10 reviews
5 star
7 4 star
1 3 star
0 2 star
1 1 star
1
Char M. 07/19/17

I have been with Lighthouse for 4 years through my employer and couldn't ask for better customer service. My emails and phone calls are always answered promptly. Love Muey! And a big thank you to...

More
Alan S. 06/28/25

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the financial markets have soared and crashed but through it all we have always recovered from the lows...

More
Ross M. 05/30/19

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with Jayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked...

More
Katherine R. 08/23/21

I became a client of Lighthouse Financial in 2004, and that was the best decision I could have made for my financial health! I have been very pleased with the results of Lighthouse's management...

More
Michael M. 07/10/17

It just did not work for us. Our family income keeps increasing and we need advice. The process at Lighthouse is far too slow and the information is available on Google. We expected insight and...

More
Advertisement
Mobilize your Website
View Site in Mobile | Classic
Share by: