Carlson Financial

Carlson Financial

Financial Services United States 27 employees
Employees
27
Contacts
3
Emails
3
www.carlsonfinancial.com LinkedIn

Carlson Financial Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Website
www.carlsonfinancial.com
Industry
Financial Services
Employees
27
Founded
2012
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Income Planning Investment Planning Insurance Planning Income Tax Planning Inheritance Planning

About Carlson Financial

Carlson Financial is a financial services company that serves Colorado, Kansas, and Virginia. We help our clients move confidently from their years of saving into a secure retirement, developing an integrated financial plan that considers income, investment, tax, insurance, and estate planning.

Carlson Financial Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage

Carlson Financial Org Chart

Sample employees and titles
Name Title Contact
Steven Bradley Financial Advisor
Email
Denise Blake Investment Advisor Representative
Email
Shawn Johnson Investment Advisor at Carlson Financial
Email

Employees by Management Level

Individual contributor 8 profiles
Executive 2 profiles
Associate / junior 2 profiles
Director 1 profile
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 1
Sales 2 2 0
Executive 2 2 0

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