Lighthouse Financial Services Inc

My wife and I have been with Lighthouse for almost 30 years. We have our IRA's with them which we consider very important. We think they do a good job. We trust them. That is the first thing you need to feel if you are looking for a financial advisor.

We always appreciate Jayce checking in with us to review our investments. Hearing his thoughts on the economy help me to digest what I am reading online. We highly value Jayce and the Lighthouse team!

Chris is an excellent listener. He understands my expectations and explains what he feels the market is going to do in the near future.

Chris is very knowledgeable and so good about keeping in touch. There is so much misinformation online, so it's reassuring to get his take on what is happening and what he thinks will happen in future. The entire Lighthouse team is great and so helpful!

Thank you for the very informative meeting and picking up my taxes. Love the delicious lunch he brought me

Lighthouse Financial has been our trusted advisor for several years. We recently meet with Robert for 2024 forecast and other business and as always Charissa greeted us with warmth AND professionalism and Robert provided essential facts and detailed explanations in a relaxed and comfortable environment. We always come away with the satisfaction of being fully informed

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.

Chris Soukup, CFP advisor has been a excellent representative at Lighthouse Financial. He has always shown a genuine interest in our investments and how we can better our portfolio. Also the crew at Lighthouse Financial is very versed to answer questions and/or provide answers.

Chris is always very thoughtful, professional, and pleasant to work with. We appreciate all that he has done for us and our family.

Very informative visit. No question was too insignificant to Chris. He went to great lengths to make sure they were answered to my satisfaction.

Thanks again to Jayce and the whole team who helped us have another successful year. Tax preparation was straight-forward and seamless. Appreciating 6 years of assistance, guidance and investing.

Chris is always knowledgeable about our portfolio and listens to our concerns. Always good to get a report of our earnings.

Enjoyed and found time interesting and worthwhile. Jayce does an excellent job.

Janel was so excellent very informative felt so good after I was. Big Up

Thank you so much, Sandra and all staff! God bless you all.

I have been with Lighthouse Financial for approximately 10 years. From the beginning, they listened and considered what level of investment 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 I was 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,

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.

Had a great review at Lighthouse Financial. Good insight into what future plans we make to my portfolio.

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, a

Great conversation. Very informative and helpful.

Discussed my portfolio with Rob McDaniel.

The way the economy has been, it?s nice to meet up with Chris and go over everything.

Very satisfied with the portfolio review and a good realistic projection of the market.

100 per cent perfect.

Robert went over my 2023 tax return. He discussed the payments I must make and my estimated taxes.

Solid quarterly review and personalized service.

Michael is the best I am extremely pleased with all of my dealings with him

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.

Great as always. Appreciate you soooo much! Carol

Thank you for your time and information.

Awesome program. I highly recommend

Marlene provided me with excellent help that I needed referring to the program. Additionally, she did a great effort in advising me about my process in the program. She was excellent and really helped, if I could, I would give her 10 stars.

(Translated by Google) Excellent service, kind people, polite and fluent in explaining the situation; especially a pleasant experience with Miss Mabel Torres, quality customer service, thank you for your help! (Original) Excelente servicio,personas amables,educadas y con fluidez al explicar la situaci?n;en especial una experiencia agradable con la se?orita Mabel Torres,una calidad de servicio al cliente,gracias por su ayuda!

(Translated by Google) Excellent service and they clarified all my concerns and the patience of the operator Alberto for every detail of this program to help with the high interests of my creditors, thank you (Original) Exelente servicio y me aclararon todas mis inquietudes y la pacienza del operador Alberto por cada detalle de este programa para ayudar con los altos intereses de mis acreedores, gracias