Cancel

    Open app

    Search

    Carlson Financial

    2.3 (3 reviews)
    Open 8:00 am - 5:00 pm

    Request information

    You can now request a consultation from this business directly from Yelp

    Services - Carlson Financial

    Estate planning

    Inheritance planning

    Insurance planning

    Carlson Financial Photos

    You might also consider

    Recommended Reviews - Carlson Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of K P.
    0
    12
    3

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    3 years ago

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 0

    Ask the Community - Carlson Financial

    You might also consider

    Verify this business for free

    People searched for Financial Advising 172 times last month within 15 miles of this business.

    Verify this business

    Fidelity Investments

    Fidelity Investments

    (9 reviews)

    Dont just walk, run from doing business with this conglomerate. I can attest personally they do not…read morecare about you as an individual. They are cold and they lack the decency that comes from human contact. They have zero compassion and they are not someone you want in control of your financial future. While it is true they sign large promises and satisfy the people on Wall St they are completely out of touch with us, the individuals that actually make up these large companies. You will find much warmer, true service from Schwab, Edward Jones and the like. This company is the dinosaur of our future, just like Sears they will not survive the future To date I have steered 4 family member accounts totaling just over 7 million to cancel and move their assets. I am in the middle of completing mine as well and couldn't be happier This is a caustic company led by people in their trading department, such as John Hall, who wants everyone to know he is the VP and has been with the company for 16 years. In my experience with him, he lacks the decency of a tape worm I am retired and will dedicate my life to telling the truth about behemoth's like Fidelity who have lost their way

    nice customer support opening account and investing.Now having troubles logging to to my account…read moresince they dont send me code to my phone number and customer service telling me to go to tmobile or that the problem is my iphone, had same issues with other iphone and different carrier at fidelity. Now every time i call they put me on hold for unlimited time, have no access to my money.

    Air Academy Credit Union - Air Academy Federal Credit Union Cordera Branch Colorado Springs

    Air Academy Credit Union

    (29 reviews)

    I've had AACU as my primary bank for over 25 years, and was quite happy with their services until…read morethe past year. Recently they have incompetently implemented their online banking services, specifically their digital statements (i.e. scenarios where the primary account holder's name might not appear on the statement. Their accountability for this problem was mediocre, with some their Operations Manager taking it seriously, but the person I was handed off to, having a lot of attitude and blame shifting to me. At this point I'm shopping for another bank.

    If you hear Air Academy Credit Union at a dealership while attempting to get an automobile loan,…read moreexit the dealership expeditiously. I co-signed my daughter's car loan, and the credit union never contacted me for 13 months. Meanwhile, the monthly force-placed insurance was added to the loan, which increased monthly payments from 262 to 391 to 500 per month without my knowledge. I had lost my only son, going through cancer treatments, chemo and 26 radiation treatments. I had to use all my savings to attempt to pay off this loan while on SSI disability. I spoke with Kyle of AACU the other day, he said if I pay off the loan early, I have to pay a per diem, which basically amounts to a daily penalty for the credit union taking 3-4 days to process my final payment. What on God's green earth is going on that a CU is preying on individuals like me? I said no, Kyle, I should be paying less than the $3,5000 (2011 Dodge Caliber) as the interest has not accrued yet. Once I make the final payment on this car, this means I have paid nearly 10,000 since January 2025. My daughter got me obligated to pay with a predatory lender, Air Academy Credit Union. Please be aware of AACU and other financial institutions that use these types of business practices. Air Academy Credit Union, please delete my name, contact info and SS# never contact me again unless there's civil lawsuit against you all. You all need a Zero for lack of customer service and vicious predatory lending practices!

    Carlson Financial - financialadvising - Updated August 2026

    Loading...
    Loading...
    Loading...