Why Carlson Financial Group
How Are We Different
Each and every time you have a contact with our financial services firm, we want you to feel you are the most important client in the world. We are committed to letting you know how much we appreciate your business. This is our goal – and our passion.
VISION
To be the most valued and sought after wealth advisor to people who are
looking for investment guidance.
MISSION
To deliver a superior client experience by:
• assisting you in your pursuit of financial independence
• being proactive on your behalf
• providing you with appropriate investment solutions
• engaging you in the investment process
• keeping you fully informed
• guiding you to make informed decisions
• offering strict confidentiality
GOAL
We will:
• establish and clarify the client’s goals
• develop an investment strategy
• introduce professional money managers
• perform ongoing due diligence on money managers
• provide a consolidated account statement with performance reporting
PHILOSOPHY
The focus of our planning work is to help our clients become successful
investors so that they may retire with confidence.
We invite you to experience the Carlson difference.
Each and every time you have a contact with our financial services firm, we want you to feel you are the most important client in the world. We are committed to letting you know how much we appreciate your business. This is our goal – and our passion.
VISION
To be the most valued and sought after wealth advisor to people who are
looking for investment guidance.
MISSION
To deliver a superior client experience by:
• assisting you in your pursuit of financial independence
• being proactive on your behalf
• providing you with appropriate investment solutions
• engaging you in the investment process
• keeping you fully informed
• guiding you to make informed decisions
• offering strict confidentiality
GOAL
We will:
• establish and clarify the client’s goals
• develop an investment strategy
• introduce professional money managers
• perform ongoing due diligence on money managers
• provide a consolidated account statement with performance reporting
PHILOSOPHY
The focus of our planning work is to help our clients become successful
investors so that they may retire with confidence.
We invite you to experience the Carlson difference.
863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793 Fax: 716-247-6628 Email: [email protected]
Phone: 716-720-4793 Fax: 716-247-6628 Email: [email protected]