Carlson Financial
5207 Hickory Park Drive, Glen Allen, VA 23059
About Us

Carlson Financial is a finance institution located at 5207 Hickory Park Drive in Glen Allen, Virginia, United States. Specializing in retirement planning for individuals aged 50 and above, Carlson Financial offers a comprehensive guide to building wealth, minimizing taxes, and leaving a legacy. As a fiduciary firm, they prioritize the best interests of their clients, ensuring transparency in their compensation structure with no hidden fees. With a focus on personalized financial plans, Carlson Financial provides unbiased investment recommendations tailored to each client's unique situation. Founded in 2012 by a former industry professional disillusioned by the lack of honesty and transparency in big wealth management firms, Carlson Financial is dedicated to putting the client first in every aspect of financial planning. Led by a team of fiduciary advisors, Carlson Financial offers expert guidance and advice to help clients achieve a confident retirement.
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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
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Contact Us
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Reviews
"I out of my opinion think that the workplace is nice and has good customer service my mom works here and I know they work very hard so please remember that I have be and seen how hard they work and I know the people there which have long shifts and hard hours to help others and no one told me to write this but please just hear this from someone who does not see it from the outside but the inside"
"Investors beware was mislead by Carl. He promised to invest our funds in a liquid account. Our instructions to him was explicit and they were not followed at all instead of liquid funds we now have numerous accounts that are fixed annuities and are 12 year. At time of our switching to Carlson financial we moved all we could each year to supposedly a Roth IRA that would not penalize us for immediate withdrawal what we received was a large portion of our funds that cannot be touched for twelve years without substantial penalties. We thought we had a great advisor what we received was misrepresentation and a snow job. I canβt be more dissatisfied We trusted Carl just to be disappointed"
"Carl gives excellent financial advice. His office staff promptly returns calls or emails. Carlson is aligned with his client's best interests."
"I attempted to make an appointment for retirement planning. If you don't have $250K, don't bother. They wont see you until you have that much available in retirement assets. I was planning on paying for my appointment but they only offer free no obligation. Very disappointed."
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