Carson Wealth
7490 North La Cholla Boulevard, Tucson, AZ 85741
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
7490 N La Cholla Blvd, Tucson, AZ 85741, United States
About the Business
Carson Wealth is a finance institution located at 7490 North La Cholla Boulevard in Tucson, Arizona, United States. Our financial advisors in Tucson provide specialized guidance to retired clients, focusing on their financial, physical, and emotional well-being. We aim to simplify the complex world of finance, reducing fears of running out of money and organizing paperwork for our clients in the Tucson area. Our services include pre- and post-retirement financial planning, wealth management, estate planning, retirement income planning, and investing. We are dedicated to helping our clients achieve their financial goals, whether they are just starting to build wealth or planning for their legacy. Our team is committed to helping you navigate the financial challenges of retirement and ensuring your assets last a lifetime. Carson Wealth has received prestigious awards, including the Forbes Best-in-State Wealth Advisor and the InvestmentNews Icons & Innovators award. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC. Visit our website for more information about our advisors and services.
Reviews
"I had the pleasure of connecting with Trey to discuss personal finances and stocks. He ended up helping me with more than I anticipated. We are currently working toward building a home on our land. He provided mortgage brokers and builders to outreach. I walked away from the call with next steps for immediate action and for the future. I learned safe ways to invest. It was so helpful! I look forward to reconnecting with him to ensure we are staying on the right track. Highly recommend!"
"Excellent Service! Prompt, knowledgeable, professional, and excellent follow through. I recently worked with Trey who was able to provide me with quick, sound, and trustworthy financial advice. He made himself immediately available to help me with an urgent pressing matter and I found him to be very knowledgeable. He understood my questions exactly and provided quick and concise follow up to guide me along. He was extremely gracious with his time and assistance. Sally was also very kind, prompt and professional providing immediate assistance too. Highly recommend!"
"My husband and I have worked with Carson Wealth for the last 5 years. We are not in our retirement years yet, so navigating through this process for a successful retirement ahead, is very important. We feel we are in the right hands with Trey and Sally. Professional, caring and always available."
"Had an amazing experience at Carson Wealth! Trey provided incredibly insightful financial advice that has been a game-changer for me in pursuing my financial goals. He's knowledgeable, patient, and truly cares about helping you make the right decisions for your financial future. Sally was fantastic throughout my scheduled meeting—pleasant, professional, and always ready to assist. The entire team's dedication is evident, making for a positive and constructive experience. Highly recommend Carson Wealth for top-notch financial services. Grateful for the excellent guidance!"
"The work that Trey has done for my parents over the past years – and now my mother since my father’s passing – has been exemplary. The responsiveness, clarity, vision and detail that has been provided to us has been everything that we could possibly hope for in the relationship. The collaborative relationship that Trey and Sally exhibit with every interaction is absolutely ideal. And the patience, transparency and willingness to educate us has been a blessing. It’s so clear how much my mother means to them as a person as well as a client."
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