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Carson Wealth
- Other
- Salt Lake City, UT
About this business
Location details
2150 S 1300 E, Salt Lake City, UT, 84106, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
I can recommend their services highly. Five years ago I was retired and struggling how to manage my assets intelligently. And, I have a serious aversion to paying any more taxes than I must. I got a consultation with Duane and Ben about how to handle my money at this point in my life. Many hours of zoom calls educating me about their bucket approach and many things I knew nothing about (like Roth conversions). And I thought that I was relatively informed with financial matters. Once I finally understood the plan, I brought t... read more
Duane Toney has been my financial advisor since 2008 when my husband passed away. As a widow, I felt adrift and uncertain about my financial security. This was at a time of financial uncertainty for many people. Duane was wonderful helping get my financial affairs in order and reassuring me about my future. He has been astute, knowledgeable of my needs and plans, and very caring in his advisory position. I have always felt I can trust his judgement and have enjoyed a friendly professional relationship with him and his team. ... read more
Superb professional wealth management team! Very comprehensive and thorough analysis of your complete financial picture with sound advice based on a total view of your individual situation. Delight to deal with and broad spectrum of investment options! But more than that- willing to weigh in on various scenarios to best guide you to retirement and beyond!
I have been very pleased with the financial assistance that has been given me from Duane and now Rod. I have been kept informed of my portfolio and they have been quick to respond to my requests. I would highly recommend their services!!!
The team at Carson Wealth have assisted us in many ways over the years. The service we have received has been timely and greatly appreciated and we have had occasion to refer family and friends to Duane and the team.
Frequently asked questions about Carson Wealth
How is Carson Wealth rated?
Carson Wealth has a 5 star rating with 9 reviews.
When is Carson Wealth open?
Carson Wealth is closed now. It will open on Monday at 9:00 a.m.
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