Carlson Financial
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
1155 Kelly Johnson Blvd Ste 204, Colorad...Phone Number
(844) 227-5766Website
www.carlsonfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1
About Carlson Financial
Carlson Financial specializes in retirement planning services for clients aged 50 and above. The firm offers comprehensive services including income planning, investment planning, insurance planning, income tax planning, and inheritance planning, all with a fiduciary approach that prioritizes clients' best interests. Established by Carl Carlson in 2012, the company promotes transparency in fees and provides tailored financial solutions. Clients can benefit from complimentary retirement reviews and educational resources aimed at ensuring a confident retirement.Explore more
Carlson Financial Org Chart
LS
Chief of Staff
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Company Profile Activity
Activity Insights
Carlson Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Carlson Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carlson Financial.
Carlson Financial financials insights
Gather financial insights about Carlson Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Carlson Financial Tech Stack
A closer look at the technologies used by Carlson Financial
Most Recent Scoops
Hiring Plans
Carlson Financial has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Core. Areas of expertise include: Asset Management, Licensing, and Financial Services.
Hiring Plans
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Facilities Relocation / Expansion
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Carlson Financial is planning to move its offices in August 2022. The move will impact approximately 20 employees at their existing office located at 5440 W 110Th St, Suite 300, Overland Park, KS.
Facilities Relocation/Expansion
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Frequently Asked Questions Regarding Carlson Financial
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Carlson Financial specializes in retirement planning services for clients aged 50 and above. The firm offers comprehensive services including income planning, investment planning, insurance planning, income tax planning, and inheritance planning, all with a fiduciary approach that prioritizes clients' best interests. Established by Carl Carlson in... Read More
