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I met Dan a few years ago under the recommendation of a friend. Before we met, my long-term financial plans were at best a guessing game. I just "hoped" things would turn out all right. My 401(k) was losing money and my stock options were just that, "options". Today I have a balanced portfolio with an investment plan that will allow me the flexibility to retire on my schedule. What I have today is a great deal of peace knowing that we have done everything possible to protect and expand my holdings, but I also have a friend in Dan. He has become a part of my inner circle, someone I can trust with anything. I value our relationship above anything I may own.
- Greg D. Anderson, South Carolina
I trust Dan completely to provide me with the best and most to date financial planning information available. He is a warm and friendly man who I believe is truly committed to my success in achieving a secure and worry free retire.
- Jane J. Greenville, South Carolina
My wife and I have been working with Dan for approximately 15 years. During that time we have found him to be enthusiastic about our finances and consider him to be a good friend. We have enough confidence in him that we have referred six other families to him over the past few years.
- Bill and Edna B. Greenville, South Carolina
Dan helped me during the lowest time of my life with the death of my husband. He treated me like he would his mother. He is very smart and knows what he is doing. If you sense that he is sincere, he really is. He helped me with my money and continues to do so. He is my money manager and a friend. I would highly recommend Dan Carson to any person who needs help.
- Patty H. Simpsonville, South Carolina
Dan Carson is not only a business man, but a true Christian friend. He is always striving to help his clients out, whether it is a business transaction or on a personal issue. Dan is always looking at each client's portfolio to make sure their investments are in their proper order and in the correct investment.
- Lucia F. Mauldin, South Carolina
My wife and I have depended on Dan to help us with our portfolio for many years. His knowledge and integrity is without question and we value his financial advice and friendship. We look forward to this positive relationship in the future.
- Bill and Gloria A. Rougemont, North Carolina
Dan is a professional who takes the time to get to know his clients. In this way he understands his client's personal goals, makes the appropriate recommendations, and then prepares a road map to help them get where they want to go. He works with every client, every step of the way. Dan is not only a professional, more importantly to me, he is a business man with the utmost integrity,
- Sharon W. - Greenville, South Carolina
Due to the tragic death of our son in 1996, the relationship with Dan began. Dan is professional, honest, and caring concern to his clients showed us his dedication and commitment. We were so impressed by Dan we began talking with him about retiring, as it was just around the corner. The wisest decision we made was choosing Dan as our financial consultant. He found a wonderful plan for us, and in 1998 we retired. The plan is working and we are very happy. Dan is always there when you call, his interests and commitment is unwavering. Dan, you are a loyal friend. Thank you,
- Guy and Ann H - Powdersville, South Carolina
Dan is an excellent communicator about complex financial concepts, and is able to make these concepts simple. He is able to emphasize with us about our financial goals, and we appreciate his willingness to listen. He understands our wish to invest only in those things which are god honoring. His enthusiasm is contagious. We're glad to have friends like Dan Carson.
- Chester & Linda J., Greenville, South Carolina.
When my husband had a stroke in March of 2007, it made it necessary for us to cash our 401(k) accounts, it made us necessary to liquidate many accounts in order to make ends meet. Dan and his staff bent over backwards to get it done as soon as possible. We deeply appreciate his help during this difficult time.
- Gail B., Greenville, South Carolina
I appreciate the honesty Mr. Carson has, he has been knowledgeable and very trustworthy in the twelve years or more that I have known him. I recommend him to my friends, he is a great person, and a Christian, I like these qualities in a person.
- Ella D., Greenville, South Carolina
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