Carson Wealth
Financial AdvisingHours:
1 Bigelow Sq 20th floor, Pittsburgh PA 15219 Hours
About Carson Wealth
Carson Wealth is a team of financial advisors serving Pittsburgh and the surrounding areas, including the North Hills, South Hills, East, and downtown. For over 25 years, they have acted as a resource for all financial decisions, helping clients define and reach their goals. The advisors take a comprehensive, objective, and consultative approach, taking the time to understand each client's unique needs, short and long-term goals, and risk tolerance to craft a tailored strategy. Clients describe the team as absolutely fantastic, amazing, terrific, responsive, professional, helpful, trustworthy, and knowledgeable. They are committed to understanding clients intently and crafting plans that meet needs and return expectations. Many report great results, with investments doing great and returns exceeding averages. The process of transitioning assets into their management portfolio is noted as easy, providing a relief to clients. The entire team, from the receptionist to the advisors, treats clients like family in a warm, friendly, and family-oriented atmosphere. Carson Wealth is highly recommended as a long-term partner for financial planning and wealth management.
Most Recent Reviews
March 2024
We have been very pleased with Neal and his team. They have done a terrific job mapping our financial plan. Neal and his team have been responsive and professional. There is always uncertainty and volatility with financial markets, but Neal has listened to us intently, crafted a plan that met our needs and met our return...
read full commentMarch 2024
Neal and his team are amazing to work with. Within 6 months we had a long term strategy for financial planning/investing as well as reorganized our current assets. His entire team is extremely helpful, trustworthy and knowledgable. I would highly recommend if you are looking for a long term partner.
March 2024
We have been with Neal and Carson for over a year now. Our returns have exceeded the average returns. They made it an easy transition for all of our assets into their management portfolio. It has been a relief to know that our portfolio is professionally managed.
More Comments(32)
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