Carlson Financial
About the Business
Carlson Financial is a finance institution located at 4216 Virginia Beach Boulevard in Virginia Beach, Virginia, United States. Specializing in retirement planning for individuals aged 50 and above, our fiduciary advisors prioritize putting the client's best interests first. With no hidden fees and a commitment to transparency, we offer a wide range of investment options tailored to each client's unique financial situation. Founded in 2012 by a former wealth management professional who felt disillusioned by the industry's lack of honesty, Carlson Financial is dedicated to providing honest and transparent financial planning services. Our team of experts are committed to helping clients achieve a confident retirement through comprehensive and personalized financial planning. Visit our website to learn more and get your retirement planning guide today!
Photos
Location & Phone number
4216 Virginia Beach Blvd Suite 180, Virginia Beach, VA 23452, United States
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
Reviews
"The team at Carlson financial have been a real blessing to my wife and I. Everyone on the team, but mostly those we have interacted directly with: Liz, Anna, Matt, Suzanne, and Laurie have all contributed to make our experience great. We love there concern for our financial future, attention to detail, as well as their fun approach to getting out the information. They are always willing to share inviting others, to their events and information seminars. Carlson Financial have defiantly earned their worth through these recent turbulent financial times with recommendations and approaches that have kept us doing well with continued growth. I highly recommend them to anyone who wants to ensure they are ready for retirement."
"Carlson Finacial has really assisted my wife and Me as well as other members of our family in setting up a proper retirement. The staff is first class and keeps us updated on any needed changes or needed meetings. I would recommend Carlson Finacial to assist any families in their future planning."
"I highly recommend Carleson Financial. I have been a clent here for many years and the service they have provided me has secured my financial future that will last a lifeime. The Staff and Advisors are the best and it is a real joy to work with them."
"Everything under roof and ..I think...lower than some of Walmart items."
"Carlson Financial hired my company to host their dinner conference this Saturday May 4, 2019. Literally yesterday afternoon while my team was setting up their Ballroom per their instruction, they cancelled. With only 4 days notice, of course we have paid for food/equipment etc. etc. They have also submitted retraction of payment with their American Express card. My company is a Veteran owned company and we have lost over $2,000. I can only imagine how they handle client investments."
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