Carlson Financial
https://carlsonfinancial.com/
(844) 227-5766
Carlson & Company Financial Services LLC (“Carlson Financial”) places a high value on the relationships we have
with our clients and prospective clients. We have adopted policies and procedures to protect the non‐public personal information we have
access to. We strive to maintain our clients’ trust and confidence in our company, an essential aspect of which is our commitment to
protecting their personal information to the best of our ability. We believe that our clients and prospective clients value their privacy, so we
have established this Privacy Policy and Notice to help us ensure that information about our clients and prospective clients will be handled
in an appropriate manner. Generally, we will not disclose your personal information to anyone outside of Carlson Financial unless it is a
fully vetted third party service provider who assists us in providing services to you or it is otherwise permitted by law.