Client Testimonials

Ellen M.

“I don’t know that I could have another financial advisor with a team that I trust as much as I trust this team”.

Janet C.

“A very important factor to choosing a financial advisor is how available they are. Debbie Taylor goes above and beyond 9-5. From the beginning, I was assured that someone was always available to assist me. Procedures and strategies are clearly explained before they are implemented. The team is exceptional, always happy, polite, professional, and efficient. I am grateful every day that Terry McNamara, formerly of TD paired me with Debbie Taylor.”

Lisa A.

“As a client of Debbie Taylor for 2 years now, I can honestly say there is no other financial advisor company out there that does what Debbie’s team does. Over the years I have had experience with advisors from the “Big” financial houses on Wall Street and they cannot compare to the depth of service that Debbie Taylor provides. The level of open communication, sharing of knowledge, education on financial vehicles, and general caring for my financial goals go above and beyond what any of those other financial houses ever provided. I highly recommend Debbie Taylor for your financial needs. You will rest easy at night knowing that your finances are in the best of hands.”

Rich G.

“Debbie is the hardest working person I have ever met in my life. In addition, she’s super well educated with a law degree and CPA. She is very astute and interfaces with me as a client especially well. She’s also extremely professional and knowledgeable. Debbie has provided expert guidance on investing, the economy, and risk-taking.”

Marcia & Bob F.

“We have known Debbie and Rob Taylor for over twenty-five years. Their honesty and integrity are beyond reproach. They understand our goals and have consistently delivered results in excess of our expectations.”

Joe S.

“Principals Debbie and Rob Taylor take our trust and individual situations very seriously. There is a personal relationship that becomes a bond built on mutual appreciation…”

Maria G.

“I am thrilled to share my extraordinary experience working with Debbie Taylor. From the first interaction, it became apparent that their priority is not just managing wealth, but also ensuring their clients are thoroughly knowledgeable about their financial journey. They meticulously explain complex financial concepts, breaking them down into easily understandable terms, which has boosted my confidence in my customized financial plan.

The team, led by the insightful Debbie Taylor, exudes authenticity and dedication in their work. Their analytical approach to wealth management, paired with their intense passion for the field, is truly unprecedented. They not only safeguard my financial interests but also work transparently to maximize my investment returns.

Their deep understanding of the market dynamics ensures that my money is not just safe but is also growing. It’s clear that they are not just in the business of wealth management, but in the business of building trust and relationships with their clients.

In a nutshell, my experience with Debbie Taylor has been nothing short of exceptional. I would wholeheartedly recommend their services to anyone seeking a personalized, comprehensive, and effective wealth management solution.”

Eleanor D.

“We have over 30 years of experience with Debbie Taylor and her firm. We trust and appreciate all of the big things and all of the little things her company has done for us. Money is always important but so is the trust and faith we have in her business and the confidence we have in her to help with life decision making.”

Janet C. (Google Review)

“Best financial team EVER!! Just finished another meeting and it was so informative and enlightening. This group is fabulous!!!!”

​

Lisa A. (Google Review)

“I absolutely LOVE Debbie Taylor. I have been with them for a little over two years and would trust them with any of my financial needs. They have shown the utmost care in taking care of my portfolio in which I have gotten steady results. They don’t push you aside for bigger gains, they genuinely care for your needs unlike other “Big” financial firms. They educate, listen and value your input and are always willing to go that extra mile for their clients. Highly recommend!”

Bernadette W. (Google Review)

“Deb, Rob and their entire team are incredibly thorough, thoughtful and honest professionals. I am grateful for their intense comprehension of all things financial. I am so thankful for their guidance.”

Karen A. (Google Review)

“Excellent experience working with Debbie Taylor and Team! Thank you!”

Lisa (Google Review)

“I can’t say enough about how wonderful Carson Wealth, LLC is. From the start they treated me with respect and took all the anxiety out of my financial situation. I’ve been with them for a little over 2 years and they are constantly in touch about how things are going especially with all the volatility in the market. Debbie and the team treat everyone like they are part of the family and always have your best interests uppermost in their minds. You can call, email, text and they get back to you within 24 hours. They help you understand so many things in regard to your finances and taxes more than any other brokerage out there. There is no such thing as “bro culture ” at this firm. So thankful for the whole team! What the heck are you waiting for??? Let them help you turn your finances around.”

Ann (Google Review)

“In the short time I’ve been working with Carson Wealth, they have made me feel comfortable, listened to and confident in my choice to work with them from day one. They treat each other like family and extend that feeling to you. Every member of the team makes you feel like you are their only client. I would highly recommend Carson Wealth to anyone in need of financial advice or support.”

Nada (Google Review)

“I am so pleased with Carson Wealth and have been from day one. They take the time to get to know me and my financial goals and customize my investments based on that. ALl of the staff is very attentive and responsive.”