Financial Advising in Brea, CA

3 locations found near Brea

“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.”

5 Superb35 Reviews

“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”

3.6 Good36 Reviews

“A+ customer service at this branch. My mom and I walked in without an appointment with a complicated request, and Jocelyn Gray at the front desk was so respectful and competent in handling everything. She had to juggle between us and the stream and customers walking in, and did so with great grace. Two other agents checked in on us and helped us with small things, too. Very impressed!”

3.2 Average19 Reviews

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