Carson Wealth
About the Business
Carson Wealth is a finance institution located at 2324 Cheek-Sparger Road in Bedford, Texas, United States. Specializing in investment and retirement services in the Dallas-Fort Worth area and beyond, our financial advisors help individuals, families, and business owners define and pursue their goals with customized wealth solutions. We are actively involved in the Bedford community and have meeting locations in Cleburne and Burleson as well. Our team understands the unique goals and needs of the people in our community and is dedicated to serving them with pride.
We offer investment services that provide an orderly way to create and maintain portfolios aligned with specific goals and objectives while managing investment risk. Whether you are planning for retirement or estate planning, our team is here to help you navigate the financial challenges that may arise.
Our primary service areas include Bedford, Hurst, Dallas, Euless, Fort Worth, Southlake, Colleyville, Irving, Burleson, Cleburne, Alvaarado, Crowley, Mansfield, Godley, and Keene.
At Carson Wealth, we are honored to provide our services to the members of our community and beyond. For more information or to set up a visit at any of our three locations, please call (817) 952-7260. Securities are offered through Cetera Advisor Networks LLC and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please visit our website for more information on our advisors and services.
Photos
Location & Phone number
2324 Cheek-Sparger Rd, Bedford, TX 76021, United States
Reviews
"My family has been a client for only a few years, but the difference it's making is impactful -today. We're better prepared, informed and optimistic about reaching our financial goals thanks to this talented team !"
"We have been working Brian for over 20 years. Great organization. Very please with our retirement program."
"Daniel has helped me to understand the financial aspects of retirement and has guided me in the right direction. Recommend this firm. They are very professional and courteous."
"Brian Armstrong & Shawndi Purselley are the best! We have been with them for years. Whatever your needs are, they can help you. Highly recommend them."
"I’ve been with Armstrong Purcelley, now Carson Wealth, for about 15 years. They have been so helpful in managing my investments. I trust them 100% and have recommended them to several friends that now use them too. I plan to be with them to the end and I’m sure my adult children will stay with them when I’m gone."
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