Carlson Capital Management
11 Bridge Square, Northfield, Minnesota 55057
About the Carlson Capital Management
Carlson Capital Management, located at 11 Bridge Square in Northfield, Minnesota, is a finance institution that offers a wide range of services including investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, our team of trusted advisors work together to create personalized financial plans that integrate all key financial disciplines.
We understand that each client has unique financial planning needs, which is why we take a personalized approach to ensure that every client receives the attention and support they deserve. Whether you are nearing retirement, experiencing a life transition, or simply looking for comprehensive financial services, we are here to help.
Our CEO, Justin D. Stets, along with Chairman and Co-Founder Greg Carlson, lead our team in providing expert advice and guidance to help clients navigate through different stages of life. From optimizing income and deductions to ensuring your estate plan is current, we are committed to helping our clients minimize their lifetime tax experience and achieve their financial goals.
If you are interested in learning more about our financial services, we invite you to request a conversation with one of our advisors. At Carlson Capital Management, we are dedicated to unlocking opportunities for our clients and providing them with the support they need to secure their financial future.
Photos of Carlson Capital Management
11 Bridge Square, Northfield, MN 55057, United States
Opening hours of Carlson Capital Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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