About the Carson Wealth
Carson Wealth, located at 8280 Ymca Plaza Drive in Baton Rouge, Louisiana, is a finance institution focused on creating a lasting impact for their clients. With a rich history rooted in legacy and impact, Carson Wealth combines the dedication of two firms founded in 1983 to provide expert financial planning and guidance.
Their team of seven CERTIFIED FINANCIAL PLANNER™ professionals, along with seasoned client support staff, are dedicated to understanding and achieving the financial goals of their clients. Whether it's creating a financial plan based on hopes, dreams, and ambitions, or providing actionable guidance for any stage of life, Carson Wealth is committed to helping individuals pursue their life goals through expert planning.
With over 150 years of collective experience, including 7 CFP® professionals, Carson Wealth is well-equipped to assist clients in managing family finances, navigating intergenerational wealth transfers, and addressing complex financial concerns. Their primary service areas include Baton Rouge, Merrydale, Baker, Shenandoah, and many more locations in Louisiana and beyond.
Recognitions such as the Forbes Best-in-State Wealth Advisor award and the Barron's Magazine Hall of Fame Inductee highlight the expertise and dedication of Carson Wealth advisors. Securities are offered through Cetera Advisor Networks LLC, while investment advisory services are provided through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors dedicated to serving clients with integrity and professionalism.
For more information about Carson Wealth, their services, and their team of advisors, visit their website or consult the appropriate regulatory authorities for additional disclosures. With a commitment to making a positive impact on their clients' financial futures, Carson Wealth is a trusted partner in achieving long-term financial goals.
Photos of Carson Wealth
8280 YMCA Plaza Dr Building 4, Baton Rouge, LA 70810, United States
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