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
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2900 Moss St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.carrierwealthmgmt.com
- Keywords
- Lafayette.
- HQ
- Lafayette, Louisiana
Carrier Wealth Management, Llc Questions
Carrier Wealth Management, Llc's website is http://www.carrierwealthmgmt.com
Carrier Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/carrierwealthmanagement
Carrier Wealth Management, Llc has
3 employees.
View email and phone details for 3
employees at Carrier Wealth Management, Llc.
Carrier Wealth Management, Llc's industry is
Financial Services
Carrier Wealth Management, Llc's top competitors are
Frontline Asset Management Group,
Soriano Fashion,
Fish And Associates,
Team Private Wealth Management,
Curry Law, Pllc,
Journey Beyond Wealth,
Golden Wealth Strategies,
Uwm,
The Change Advisory Group,
Association Of African-American Financial Advisors.
Carrier Wealth Management, Llc's categories are Financial Services
Carrier Wealth Management, Llc's founding year is 2020
