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Carlton & Company Financial, Inc.
- Karalyn Carlton
- (206) 745-5505
- 50 mile service radius
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www.carltoncofinancial.com
Recommendations & Reviews
About us
Carlton & Company Financial is an independent, woman-owned wealth management firm based in Seattle, serving those seeking advocacy, organization, and strategic planning. Founded in 2011 by Karalyn Carlton, a Certified Wealth Strategist®, an Accredited Investment Fiduciary, and an investment advisor representative with more than 20 years in the financial industry.
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Hours of operation
Monday8:30AM - 5:00PMTuesday8:30AM - 5:00PMWednesday8:30AM - 5:00PMThursday8:30AM - 5:00PMFriday8:30AM - 5:00PMSat, SunClosed
CLOSED NOW
Extended Information
Recommendations and reviews from 1 person
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Referral from
November 7, 2014
Sara W. asked:Can any of you recommend a good financial advisor?
Mara A. replied:This lady is getting us whipped into shape. http://www.carltoncofinancial.com/
Get to know us questions and answers
Where are you from and how did you get into this business?
In 2011, I founded Carlton & Company Financial, an independent, woman-owned wealth management firm, serving people throughout the nation who are seeking advocacy, organization and strategic direction in their financial lives.
Raised within a family of financial professionals, I began my financial education as a young teen attending industry conferences with my mother, a consistently recognized financial advisor. Unbeknownst to me at the time, I was preparing for the firm I would one day build by utilizing all the lessons of the past in combination with today’s best practices.
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