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Carson Wealth
Carson Wealth: orientación personalizada que transforma metas en planes financieros claros y duraderos.
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Business
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Carson Wealth: orientación personalizada que transforma metas en planes financieros claros y duraderos.
Carson Wealth en Las Vegas ofrece orientación de inversión personalizada, escuchando las metas y la tolerancia al riesgo para diseñar planes concretos. Shanna y el equipo explican las estrategias con claridad, evitando ventas agresivas de productos, y ofrecen una planificación financiera reflexiva y a largo plazo. Los clientes elogian el servicio atento, la experiencia y una oficina de propiedad de mujeres que fomenta la confianza y la tranquilidad.
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Estrategias de cartera personalizadas basadas en tus metas financieras y tolerancia al riesgo, con monitoreo y ajustes continuos.
Planificación integral para asegurar tu jubilación, que incluye estrategias de ahorro, planificación de ingresos y establecimiento de metas.
Planificación financiera holística que abarca la planificación patrimonial, estrategias fiscales y la preservación de la riqueza a largo plazo.
Guía experta para definir y lograr objetivos financieros concretos, desde el financiamiento educativo hasta los grandes hitos de la vida.
Consultas individuales con atención personalizada, asegurando que te sientas escuchado y respaldado en todas las decisiones financieras.
Calificación general
Stephen Vargo
We have enjoyed personalized, carinaga investment services from Shanna and her team for years! Shanna takes time to listen to what factors are important to us including our goals (even helping us to define them and make them less nebulous and more concrete) as well as respect our tolerances of risk. She makes everything understandable and relatable, which has always been a challenge for me in particular. I never feel like she simply tells us the old “save more” without really understanding first what impact that would have on us and our current needs and lifestyle. I have never felt that she is out to just “sell us products” but makes options and recommendations available to us as tools to accomplish our long term goals. She always has time for us and is always willing to explore “what if” or “how would it affect us if we do xyz”. We really appreciate her personalized, individual attention and are very happy to be working with her.
Amy Maier
Shanna really takes the time to get to know her clients and individualize a financial plan to meet their specific needs. I trust her completely and appreciate her thorough attention and expert knowledge so I can have faith that my investments are in good hands. She also has a great staff to support her and her clients. I found her based on a colleague's recommendation and I recommend her highly as well.
Mary Nobis
Shanna and her staff are true professionals. She takes the time to understand our long term goals and built a financial plan that fits our needs. I appreciate her quick responses when I need something or have a question. Her in depth knowledge of investment strategies and the market is impressive. Shanna is not just managing our finances; she cares about our family and wants the best for us. Her expertise brings me peace of mind about our financial future. I highly recommend Shanna and her office to everyone who is planning for their future.
Brittany Owen
Shanna is the best financial advisor! Every time we meet with her, it is very apparent that she loves and is passionate about what she does - she also happens to be exceptional at it! Shanna is truly invested in supporting and caring for her clients. She takes the time to learn about and listen to your situation and goals, so she can provide personalized guidance that is both appropriate and relevant. Shanna comes with my and my family's highest recommendation!
Chase Connolly
Shanna has guided me for more than 15 years with care and expertise. Her move to Carson Wealth feels like the perfect match, and I’m excited about what the future holds with them. From day one, she has provided thoughtful, personalized guidance that always makes me feel heard and supported. I especially love that her office is woman-owned —it creates an atmosphere of trust, comfort, and empowerment that really sets them apart. Shanna and the team have helped me feel confident and secure about my financial future, and that peace of mind is truly priceless.
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