Reviews of Lighthouse Financial (Financial Consultant)

T Kristoffersen

I’ve been with Lighthouse Financial for over 10 years. Everyone I’ve had contact with has been professional, competent, and caring. Thanks to the entire team for securing my financial future!

David Badeen

The team has been very responsive and professional.

Nevada Efird

Lance and Grant have been great advising us for retirement planning!

lee duff

Experienced and well-versed in tax laws and an overall excellent experience. The team at Lighthouse Financial worked hard to demonstrate value and identified many things I wasn’t considering prior to our discovery session, specifically tax considerations that I was unaware of. Several recommendations weren’t part of my planning process, they were beyond my part-time money manager skill set. They provided long overdue peace of mind and confidence that my financial plans are sound, strategic and delivering maximum value. Hard working and very professional team. 5 stars all the way.

Kelsey Lackey Lewis

Friendly staff and helpful advisors!!

Jay Pugleasa

Lighthouse has partnered with my wife and I for almost 20 years. Over that time, Lance and his team built the retirement plan that is now allowing us to live the life we envisioned. Their friendly, knowledgeable and practical approach to helping us manage for today and the future makes financial planning a pleasure rather than a chore.

Lori Brown

We’ve been working with Lance and crew for over 10 years and couldn’t be happier with their financial advice, investment choices and retirement planning. Great customer service.

Calvin Godwin

Lighthouse has been doing an amazing job helping me and my wife plan for retirement.

Kevin Macero

Lance and his team are amazing. Really helped us to understand and execute a well thought out savings plan for retirement. We are in a much better place financially with Lance’s guidance. Thank you Lighthouse. Highly recommended.

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.

John Walsh

My wife Evelyn and I have been clients of Lance Belline, Lighthouse Financial and AXA since 2014. We are very pleased with the financial advice and services we have received and with the diligent monitoring of our accounts. We appreciate the regular and frequent status reports we receive as well as the periodic financial memoranda from Lance which assist us to keep abreast of developments in the financial realm and the world at large which may impact our investments. We trust Lance, Lighthouse Financial and AXA in the care of our financial assets. The staff of Lighthouse Financial is also first-rate, invariably kind, thoughtful and responsive. John and Evelyn Walsh

Mike Crist

Welcoming to early phase planning, always available and very responsive. Good long term retirement strategy.