Carson Wealth - Pittsburgh (PA)

5 /5 Cynthia Perotti: My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!

5 /5 Stacey: After many years of managing our finances ourselves, we finally decided that we needed some help as we approach retirement to make sure that we have enough put aside. I met Neal and Anne McGrath at a seminar and was immediately impressed. I scheduled an appointment with Neal for me and my husband and we were blown away by his expertise. The communication of Neal and his staff (most often John - who is PHENOMENAL) is unparalleled. We are kept in the loop on everything including dramatic swings in the market. We ended up having Anne (an estate attorney) help us with some long overdue estate documents. She was equally as excellent and attentive. We have been so pleased with our decision and would highly recommend Carson Wealth in Pittsburgh - Neal and his team - to anyone looking for assistance with management of their finances.

5 /5 John S.: The Carson Wealth Team is Amazing! Neal, John M., and Nicole are terrific to work with. Aside from the expertise they bring in the financial and wealth planning fields, they are just really good people. And for me, that is very important. I want to work with people that are sincere and care about their clients. Without hesitation, I have recommended them to my family and friends.

5 /5 Matt Hey: It has been a great experience working with the folks at Carson Wealth. My wife & I went to a free Carson Wealth retirement seminar last year. Hearing Neal explain their approach of managing retirement funds got us thinking, we need a local financial advisor, not an online advisor, (a different person each time you call with a question) We did some research on money managers and Carson Wealth checked all the boxes. It has been one year now and we have got to meet and work with Neal’s team. James, Nate, and Heather have been so helpful and responsive. We have rolled some funds and they were instrumental of making this process much easier than doing it ourselves. We just had our one year review of our portfolio which was beneficial. We really like using the Carson Wealth Dashboard to review our portfolio. It gives you sound insights of your investments and your retirement picture. With several years of work before retirement we feel confident our retirement is in good hands at Carson Wealth. Matt & Jennifer H.

5 /5 Wendy Tuell: We have been working with Neal and John and the team here in Pittsburgh for more than 4 years. That doesnt sound like very long, but in our lives, it covers my husbands retirement, my decision to retire, searching for, building and moving into a new home, as well as two separate and unexpected times we needed to purchase a new car....busy years! It can be terrifying to spend so much money all at once, but the team kept us calm, on track, and were genuinely interested in us, not just our situations. I met Neal when he spoke at Northland Library years ago, and remembered his gentle spirit and enthusiasm, a great combination. The entire team is welcoming and encouraging to all their clients. On our first individual meeting, Neal suggested strategies for retirement savings and financial planning that aligned with our values. Plus, he and John have knowledge and insights about possible new investments that wouldnt have occurred to us, or that we would not have had access to, on our own. We are in capable, caring hands here at Carson Wealth.