Carlson Financial

I have had nothing but positive experiences with Carlson Financial. My portfolio has never looked so good and I was able to retire with the comfort of knowing I am ready for this financial chapter...

Worst experience I ever had with a financial planner. Their moves and recommendations cost me a lot of money. it was a struggle to try to schedule a meeting.

I received a phone call prior to my scheduled appointment. I was told they wanted to gather information prior to me coming to their office. I was asked my age; was I interested in anything else...

Was great at taking my money but when I had more to put in, I called 3 times with no return call and the receptionist sent me a form to send in money and said she didn't know where to put my...

This guy is absolutely the most arrogant person you will ever meet. My husband and I went in for a consultation and he was rude and condescending from the very beginning before he even knew how...