Generous Wealth Advisors - Tucson, Arizona

David A.

I have had the pleasure of working with Trey and Sally for several years. The service they have provided has been exceptional. Trey is very knowledgeable in financial matters and has provided valuable advice to get us to our retirement goals and Sally has always been very prompt and competent with any requests that we have needed. I would highly recommend them to help with any financial planning needs.

Anna Q.

Trey is awesome. Unfortunately we aren’t in the income range to start working with Trey yet but that didn’t stop him from taking an hour to sit down and give us very detailed advice on how to get there. He spent time answering our questions about our finances well. Highly recommend reaching out to him.

themba M.

Had an amazing experience at Carson Wealth! Trey provided incredibly insightful financial advice that has been a game-changer for me in pursuing my financial goals. He's knowledgeable, patient, and truly cares about helping you make the right decisions for your financial future.

Sally was fantastic throughout my scheduled meeting—pleasant, professional, and always ready to assist. The entire team's dedication is evident, making for a positive and constructive experience.

Highly recommend Carson Wealth for top-notch financial services. Grateful for the excellent guidance!

C F.

Excellent Service!
Prompt, knowledgeable, professional, and excellent follow through. I recently worked with Trey who was able to provide me with quick, sound, and trustworthy financial advice. He made himself immediately available to help me with an urgent pressing matter and I found him to be very knowledgeable. He understood my questions exactly and provided quick and concise follow up to guide me along. He was extremely gracious with his time and assistance. Sally was also very kind, prompt and professional providing immediate assistance too. Highly recommend!

Pao R.

During the difficult experience of both of our parents' passing close together in time, my brother and I worked with Wealth Advisor Trey Andrew and Relationship Manager Sally Armstrong both in person and remotely to settle their estate. The relationship has been stellar and I would not hesitate advising anyone to engage with Trey, Sally and Carson Wealth for financial and investment guidance. It can be hard to find people you can trust and partner with today, but Trey and Sally are those people. Trey is knowledgable and a straight shooter. Sally is responsive and one top of her game. If you are looking for a financial advisor, you'll be in good hands with them both!

Jami O.

I had the pleasure of meeting with Trey and Sally today to discuss my retirement. Sally was very inviting and so friendly. Trey was extremely knowledgeable, patient and actually cared about helping me. We talked about many factors that weighed into my retirement, some that I didn't consider or even know about. He pointed me in the right direction and I now know what I need to do. Thanks to him, I'm not stressing about it. We all have enough to worry about. The only thing I regret is not making the appointment earlier because I could have been a lot farther than I am now. I'm looking forward to making, not only my future, but my family's future better. I highly recommend Trey and Sally, I promise you won't be disappointed!

Anne F.

After having problems with a prior investment company we found Trey thru our tax advisor. We've only been with him a short time but he has done a lot of good changes to our portfolio and comes up with more. What's even better he listens to our ideas and says yes we can do that or has a better idea. He's great to work with as is Sally Armstrong!! We highly recommend Trey, Sally and Carson Wealth they're just awesome!!!!

Andrew P.

Trey Andrews is more than a trusted financial advisor, he’s like family to us. He takes great care to understand and guide our planning and decision making for my parent’s investments and retirement income. More than anything, Trey, and his assistant Sally Scott, offer us complete peace of mind. After my father passed, Trey and Sally have gone over and beyond to ease the transition for my mother surrounding her with the right professionals to ensure her retirement remains comfortable and secure. We could not have better partners than Trey and Sally.