Carson Wealth: Personal, trusted financial planning that treats clients like family
Carson Wealth provides financial planning in El Paso. Reviews portray Tom Chaney as a caring, family-oriented advisor who has guided a client for decades, recommended a long-term care policy, and helped manage retirement investments. Clients praise Tom Chaney for responsiveness and honesty, with outstanding, ongoing support for clients and their families.
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Personalized strategies to secure your financial future and manage retirement funds effectively.
Expert guidance on investment portfolios to grow and protect your wealth over time.
Advice on policies like long-term care and life insurance to mitigate financial risks.
Comprehensive financial oversight and planning for overall asset growth and stability.
One-on-one consultations to address specific financial needs and create tailored plans.
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Overall rating
Rochelle Taylor
Tom Chaney has been my mother’s financial planner for decades. He has always treated her like family and has assisted her as if he were watching over his own mother. It was at his recommendation years ago that she purchase a long term care policy. Fortunately she trusted all of the financial advice he gave her to include investing for retirement. Due to health concerns, it became necessary for my mom to reside in Assisted Living. As a result of the special care Mr. Chaney took in overseeing my mother’s financial planning, she is 81 years of age and is still able to provide for all her own needs with zero financial burden. Although my mother relocated to the east coast years ago, Mr. Chaney continues to check in on her and is very responsive when we need assistance with any her policies/accounts. The experience with Chaney and Associates is beyond outstanding!!!!
Kat Gon
Excellent, patient, honest, works for your money!
Robert Vera