Carrier Wealth Management, LLC

Carrier Wealth Management is a firm founded by M. Kevin Carrier CRPC®, AIF®, a highly experienced individual in Investment Management and Retirement Planning. With almost 30 years of experience in the industry. Our firm specializes in comprehensive financial services, including Investment Planning, Retirement Planning, College Planning, Tax Reduction Strategies, Estate Planning, Qualified Retirement Plans, and Risk Management. We work with successful executives, high-end sales professionals, business owners, pre-retirees, and retirees to develop personalized wealth management solutions that align with their unique needs, challenges, and goals. At Carrier Wealth Management, we believe that every client is unique and requires a customized approach to financial planning. Our focus is on building long-term relationships with our clients and helping them achieve their financial goals. Our team includes Eliana Carrier, Kevin's daughter and Wealth Manager Assistant, who builds and maintains strong relationships with our clients, ensuring that their needs are always met. Farah Daigle is our Client Service Associate, providing exceptional customer service and support to our clients. Mary Carrier, Kevin's wife, is our Operations Manager, ensuring the smooth running of our firm. If you're looking for a trusted advisor to help you achieve your financial goals, we invite you to contact us today to schedule a consultation. Let us help you build the financial future you deserve. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views on LPL Financial and have not been reviewed by LPL Financial as to the accuracy of completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with the residents of the following states: LA, GA, MS, TX, DC, NV, WA