What people are saying:

  • ⭐️⭐️⭐️⭐️⭐️ “A total game-changer for our family.” We had been working with a local advisor for years but never felt like we were getting proactive guidance. A friend referred us to First Light, and within a week Brad connected us with someone who completely transformed how we think about our money. For the first time, we feel like we have a plan, not just a portfolio. The peace of mind alone has been worth everything. — Danielle M., Entrepreneur & Mom of Two

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  • ⭐️⭐️⭐️⭐️⭐️ “It felt more like a trusted introduction than a sales pitch.” I was skeptical at first...I’ve had my share of bad financial advice. But Brad’s approach is different. He really listened to where I was in life and made a thoughtful introduction to someone who wasn’t just qualified, they were perfectly aligned with what I needed. No pressure, no fluff. Just results. — Marcus T., Recently Retired Executive

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  • ⭐️⭐️⭐️⭐️⭐️ “I only wish I found FLF sooner.” After years of DIY investing and jumping from advisor to advisor, I finally got tired of feeling like just another account number. A colleague told me about First Light, and Brad connected me with an advisor who’s helped me structure my business exit strategy, estate plan, and long-term family trust, all within the first three months. This is a white-glove experience from start to finish. — Rachel K., Small Business Owner

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  • ⭐️⭐️⭐️⭐️⭐️ “Brad connected me with someone I never would’ve found on my own.” I had spent weeks Googling advisors and getting nowhere. It all felt generic. Then I came across First Light and called Brad that same day. That same week, I was on a call with an advisor who not only understood my financial goals, but had deep experience with tech professionals like me. Total night and day difference. — Jared L., Senior Product Manager in Tech

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  • ⭐️⭐️⭐️⭐️⭐️ “I trust the person First Light Financial introduced me to more than anyone I’ve worked with before.” I’ve always been cautious with financial advisors, but their vetting process made a huge difference. Brad personally vouched for the advisor I ended up hiring, and after several months of working together, I can confidently say it’s one of the best decisions I’ve made. There’s no substitute for real trust. — Monica P., Retired Business Owner

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  • ⭐️⭐️⭐️⭐️⭐️ “They took the guesswork out of a life-changing decision.” Choosing a financial advisor felt overwhelming, especially as we started thinking about legacy planning and wealth preservation for our kids. The First Light team really understood what was at stake. Their referral wasn’t just a match, it was the right fit on every level, both financially and personally. — David & Eliza R., Multi-Generational Family Investors

    -Verified Quote Source