Carson Wealth

Southlake, Texas

★ 5.0 (21 reviews)
Call (817) 952-7260 Visit website →

About

Carson Wealth, based in Southlake, Texas, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold CLU credentials, and the firm serves English- and Spanish-speaking clients.

Specialties

Estate Planning Investment Management Retirement Planning Wealth Management

Firm details

Languages
English, Spanish
Hours
Sunday: Closed, Monday: 8:30AM-4PM, Tuesday: 8:30AM-4PM, Wednesday: 8:30AM-4PM, Thursday: 8:30AM-4PM, Friday: 8:30AM-3PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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