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Carlson Financial Group
Nat Carlson, CIS

Mission Statement

Why Carlson Financial Group


How Are We Different 

Each and every time you have a contact with our financial services firm, we want you to feel you are the most important client in the world. We are committed to letting you know how much we appreciate your business. This is our goal – and our passion.


To be the most valued and sought after wealth advisor to people who are 
looking for investment guidance.


To deliver a superior client experience by:

•        assisting you in your pursuit of financial independence
•        being proactive on your behalf
•        providing you with appropriate investment solutions
•        engaging you in the investment process
•        keeping you fully informed
•        guiding you to make informed decisions
•        offering strict confidentiality


We will:

•        establish and clarify the client’s goals
•        develop an investment strategy
•        introduce professional money managers
•        perform ongoing due diligence on money managers
•        provide a consolidated account statement with performance reporting


The focus of our planning work is to help our clients become successful 
investors so that they may retire with confidence.  
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 863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793  Fax: 716-247-6628  Email:

Securities offered through Securities Service Network, LLC.

Fee based adisory services offered through SSN Advisory, Inc.
A Registered Investment Advisor

This communication is strictly intended for individuals residing in the state(s) of CT, FL, NJ, NY, NC, OH, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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