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February 2024 by Carol Chillemi
Great as always. Appreciate you soooo much!Carol
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January 2023 by Therese Barncastle
Awesome program. I highly recommend
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September 2022 by Luckson Stieglitz
I had a great experience as a customer with the lighthouse employees. They do everything that they can to help me. The customer service is great.
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August 2022 by Pat Tom
After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat
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July 2022 by Nancy Greene
I have been with Lighthouse Financial for approximately 10 years.From the beginning, they listened and considered what level ofinvestment I was comfortable with, whether conservative, moderate,aggressive or somewhere in-between.Of course, for me, that was dependent upon what phase of life/work Iwas at. I was near retirement at that time.I am in it for the long haul, so even with some ups and downs in the market, my long haul graph has shown a steady upward growth.Obviously, in my retirement now, I would like financial stability as well assecurity, and I have achieved it through Lighthouse Financial.
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June 2022 by K “1146kathy” R
I have been a client of Lighthouse Financial for 18 years. They have helped me prepare for retirement and under their guidance, my portfolio has prospered. I feel most fortunate to have had their advice and guidance through the years. Very highly recommended!
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September 2021 by Skip Ferguson
Everyone at Lighthouse Financial is a pleasure to work with. They were able to guide me through a bad decision on an investment. Following there advice saved a tons of money and provided us a great return Wendy and Moya are the best.
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August 2021 by Katherine R.
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 of my retirement portfolio. They also offer tax preparation services. Everyone at Lighthouse is extremely competent, trustworthy, and very pleasant to work with. I feel I get personalized service and highly recommend Lighthouse Financial Services!
