Dave B.

“Wendy and Moya are great financial minds and even better friends. So glad we accidentally discovered them just before we retired! It would have been better if we discovered them…

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Bruce H.

“Competent, friendly, and committed to finding solutions.” — Bruce H. Bruce H. is an investment advisory and insurance client and has not been compensated for this statement.

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J. O’Neal

“We feel so fortunate to have found Lighthouse Financial to help us with our investments. They understand all the ins and outs of retirement planning, as well as the market…

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Jack G.

When asked how our firm has exceeded expectations, Jack G stated: “Caring, knowledgeable, understanding, friendly, courteous, kind, helpful, willing, humorous.” — Jack G. Jack G. is an insurance client and…

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Debra S.

When asked how our firm has exceeded expectations, Debra S stated: “Love the personal touches and caring attitude.” — Debra S. Debra S. is an investment advisory and insurance client…

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Lynn T.

“When we were thinking of retiring, Wendy and Moya showed us a comprehensive plan to make it happen whenever we decided to retire. A short time later we decided it…

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Beth L.

“Very easy to talk to and understand.” Wendy and Moya helped me realize I could retire many years before I thought it was feasible.” — Beth L. Beth L. is…

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Anonymous

“You take the guesswork out of money management by helping me make the right choices.” — Anonymous Anon. is an insurance client and has not been compensated for this statement.

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Anonymous

When asked the main reason for working with our firm, Anon. stated: “Always involved and ready to help!” — Anonymous Anon. is an insurance client and has not been compensated…

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