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September 2023 by Neal Maguire
Lance, Steve, and the entire Lighthouse team came highly recommended. They have been very helpful, and my wife and I look forward to working with them.
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July 2023 by Dusty Gray
Chad has been very helpful and knowledgeable throughout our whole process. He is flexible with scheduling and readily available with any questions. Highly recommend!
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June 2023 by Andrew Casserly
I started doing business with Lighthouse a little over a year ago, and they have been nothing but first class. Chad is an excellent advisor who consistently looks out for his clients best interest. I would fully recommend them to anyone who is looking to setup a plan for success.
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April 2023 by Kurt Templeton
I am a huge fan of the work Daniel and Jeffrey do at Lighthouse. They are trusted advisors to me and my family and are helping us meet our savings and financial goals. I highly recommend their work and guidance.
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February 2023 by Clint Schaff
My wife and I have been working with Daniel Wright for more than a year, and are impressed with the service from Daniel and the team at Lighthouse Financial. They know the ins and outs of my wife's employer, and they're fun to talk with. We trust them to do well by us.
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December 2022 by Jan Franscell
Lighthouse Financial has been amazing!!! Lance and his team are very professional, timely, and thorough. So completely satisfied with the management of our retirement account.
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November 2022 by Leslie
I wouldn't trust my money to anyone else! Lance and Grant and their team are the absolute best.
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October 2022 by Braxton McGhee
Very professional and knowledgeable staff! Kasey makes my wife and I feel very secure in our future. We know that we’re doing all the right things with Lighthouse Financial and we won’t have to worry come retirement!
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October 2022 by Hayley Franklin
Dax and his team are true professionals and lead the industry. I’ve been able to utilize Lighthouse as a resource as a small business owner and feel a sense of security behind having the right people in my corner to help me reach my goals. I am beyond happy that I have found a financial advisory team for life.
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October 2021 by JEFF COURTWAY
Lance and his staff are absolutely "top shelf." I have peace of mind and trust them with my retirement planning. Great people to boot. It would be very hard to find people more caring. Love 'em.Jeff Courtway
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October 2021 by Robert Donahue
RUN FOR YOUR LIFE! DO NOT UTILIZE UNLESS YOU WANT:Your investments to under-perform every single year (because they will always lag the market/indexes)To pay excessive fees (advisory & product fees)To be placed in poor products (that are specifically chosen to line their pockets, not yours)A lack of transparency (their online client site/portal is INTENTIONALLY set up in a way that you cannot easily calculate/understand your actual returns and expenses/fees; you have to rely on what they tell you verbally – I wonder why...)To pay for their big homes, luxury cars, and country club membershipsDO NOT BE FOOLED! THESE ARE SALESMAN, NOT FINANCIAL EXPERTS.My portfolio has recovered (because I fired them), but the financial damage they caused me will never be forgotten on my end. You worked hard for your money, don’t trust this company to properly manage it!
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October 2020 by Karen Casey
My husband and I have worked with Lighthouse Financials and our accountant Riggs and Associates for over 10 years. Lighthouse has worked well with us on our financial plans and over time as our needs have changed, they’ve worked to alter our retirement plans. We appreciate the working relationship and good customer service.
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October 2020 by Kevin Sullivan
My wife and I have been with Lance and team for 2 years now. Everyone on the team is always pleasant and helpful when I call. Lance and his team are great to work with. They help keep us on track to retirement.
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October 2020 by David
I have worked with Lance and Travis since 2003. I find their advice to be very solid. It is a combination of investment strategy and sound tax planning. The combination of the two has allowed me to avoid many of the pitfall of investing. The twosome bring sound investment options that many advisors will not consider. I have never regretted my decision to subscribe to their services. I recommend them to any one searching for investment advice and retirement planning.
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October 2020 by McNabb .Jason
I started with lighthouse at 28 years old with very little money to invest. They have helped me plan for all my major life changes while setting me up with a budget and a plan for success, all while treating me no different than other customers who came in with loads to invest. I cannot recommend this team enough.
