Carlson Financial Services

Office Address:

Directions to Office:

From 440, take N Capital Blvd, right on Spring Forest Rd, left on Dean, right on Old Elizabeth, go to the end of the road, down the hill office in the back.

Phone Number:

Degree(s):

Series 6, 7, 63 & 65 Securities Licenses, Life, Health & Disability & Medicare Supp & Long Term Care Insurance & NC Loan Officer

Areas of Expertise:

Wealth Management from a Biblical perspective, Morally Clean Investments, you will not be profiting from the following industries:  Abortion, Gambling, Non-Married Lifestyles,

Professional Organizations/Affiliations:

National Association of Christian Financial Advisors

Background Information:

Over 10 years experience working with individuals & couples to help them achieve their personal & financial goals.