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Carson Wealth
1745 Shea Center Drive, Highlands Ranch, Colorado, United States
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About the Carson Wealth
Carson Wealth, located at 1745 Shea Center Drive in Highlands Ranch, Colorado, is a finance institution dedicated to simplifying the complexities of financial planning. Their team strives to provide transparency, trust, and value in all aspects of their services, tailored to each individual's unique financial and life goals. Specializing in wealth management, estate planning, retirement planning, and more, they serve clients in the Highlands Ranch, Front Range, and Denver metro areas.
Their mission is to inspire clients to pursue true wealth through education, communication, and service that exceeds expectations. By offering comprehensive financial planning services, they aim to help clients navigate retirement with certainty and excitement, ensuring their assets last a lifetime.
Carson Wealth has received accolades such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators awards, showcasing their commitment to excellence in the industry. With a focus on providing personalized solutions and avoiding common financial mistakes, they strive to help clients achieve their financial goals with confidence.
Securities offered through Cetera Advisor Networks LLC and investment advisory services through CWM, LLC, Carson Wealth is a trusted partner in financial planning. For more information about their services and advisors, visit their website or consult FINRA's brokercheck website.
Photos of Carson Wealth
1745 Shea Center Dr # 350, Highlands Ranch, CO 80129, United States
Opening hours of Carson Wealth
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:
Day off
Sunday:
Day off
Reviews of Carson Wealth
"I have been working with Benjamin and his team for over a few years now. They have been very helpful, responsive and and I trust them. I have passed on their information to many friends whom have been very happy with their services."
"We continue to get great service from Benjamin and Teresa. We did our retirement financial planning with them. That gave is so much confidence we transfered our entire portfolio to Carson. Their risk based system resulted in a diverse and safe retirement investments that did not see the plunge realized by the overall market over the last year. Communication and information far exceeds what we experienced over the last 42 years as investors. We highly recommend Carson Wealth."
"When my husband died everything went so smoothly with Benjamin's help."
"I have been working with Benjamin Bender as my financial adviser for nearly 15 years. During that time, I have found him and his entire staff to be personable and professional. I have been very happy with their service and Benjamin’s market acumen. Benjamin has helped me plan for retirement, save for my child’s college education costs as well as reviewing my life, disability and long-term care insurance needs. He has also worked with my estate planner to ensure my final wishes are met. Furthermore, Benjamin has helped me with financial accounts that are not even under his direct care, such as my work retirement plans. I have been so happy with Benjamin, in fact, that I have referred many of my family members, close friends and work associates to him throughout the years."
"My small business inherited Bender Financial Services (Our account was acquired by Benjamin Bender through a portfolio sale) to manage our company's Simple IRA plan. We worked with Benjamin Bender for approximately 2 years. Out of the blue, he called me to let me know that he was leaving Raymond James (previous brokerage) and moving to Carson within 7 days. At this time, he informed me that Carson didn't 'do' Simple IRA plans, so he was no longer able to work with us. That was it. No succession plan. Benjamin said, "Someone from Raymond James will get a hold of you." So much for the white glove service experience. So much for caring about our financials futures. We were left in the dust. As I write this review, It's been over 2 months and we haven't heard from anyone at Raymond James. I find it incredible that in a day and age of automation, algorithms and artificial intelligence (especially in the banking and financial planning industries), that someone would have such disregard for his clientele and their financial futures. There are a lot of financial planning firms out there. I recommend shopping around."
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