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“Beyond impressed by the team at Carlson. They have been managing our investments since 2018 and we have been very happy with everything. Great service and amazing growth on our accounts. Wanted to write a review on what our experience has been, in case anyone is searching for a financial company that cares about their people, and investments too.”
“I had a problem (totally my fault) regarding stock I had attempted to transfer as Christmas gifts to our grandkids. To make a long story short, Susan at the Glen Allen branch was great working things out...and she even called me after hours. She's A+ in my book.”
Financial Advising
Financial Advising
Financial Advising
“We've known Tom personally for awhile and recently engaged him professionally as our financial advisor. It was evident early on that Tom is passionate about what he does and about his clients. He didn't hesitate to roll up his sleeves, thoroughly reviewed our portfolio, and explained things in a way that made it easy for us to understand. Tom's interest in our personal goals has helped shape our "strategy"; he's always challenging and educating us on different ways we can use and leverage our resources today to get the biggest impact. Truly a pleasure to know and work with him! TEN Stars.”