We found Lighthouse Financial Group through the Dave Ramsey website. The financial advice we have…read moregotten has been excellent and we really appreciate the fact that the group follows Dave Ramsey's "plan." They are helping us reach our financial goals. My only issue is that they are not always prepared at the start of the meeting, so make sure you bring copies of your paperwork as it will help things move more quickly.

I am a follower of the Dave Ramsey method of investing and we were referred to Lighthouse Financial…read moreGroup. They understood what I wanted, helped me with my goals, and we are well on our way to financial peace. They are always available and I agree with the other reviewer that it is in your best interest to be involved when scheduling meetings and have things ready to discuss. If not, meetings will go longer than needed. When I was with Morgan Stanley, I was always snubbed in favor of bigger clients and my money didnt seem important to them. Lighthouse explains everything, they empower you, and they dont make you feel financially dumb. I would recommend them to anyone that wants to get out of debt and start building wealth.

Professional, friendly, knowledgeable staff. I always feel as if I am important when I walk in…read morethere. YELP. Hours are incorrect for Saturday.

I joined Langley Federal Credit Union earlier this year. Super friendly employees. They have…read moreguided me in the right direction in securing banking services. They have drive through services and/or in person banking transactions.

It started well but in the last year Carlson made 1 trade in 700K portfolio that i did not…read morespecifically send email to initiate. Upon the yearly review I asked my advisor why I had so much cash in the accounts not getting invested? the response was I see that is a lot of cash. So in reality NO ONE was managing the accounts. I have moved to a different managing company but I am feeling challenge to recover the management fees is what I will do. I feel the fiduciary protections can be challenged.

I have had nothing but positive experiences with Carlson Financial. My portfolio has never looked…read moreso good and I was able to retire with the comfort of knowing I am ready for this financial chapter of my life.

Tom is such has shown is an outstanding Financial Planner. He is very knowledgeable and, he is very…read morecommitted to his clients; regular market updates and suggestions are an example of this. Highly recommended in Richmond - the best!

We have been working with Tom and highly recommend him for your financial planning. He is an…read moreexcellent listener and spend the time tailoring our needs to the best product. We feel quite comfortable working with Tom. He is one of Dave Ramsey's ELP's which is always a good endorsement. You won't go wrong working with Tom. Beth & Jim Antal

Good group of local folks who really care about their cients. AAA rating for service and advice.read more