portrait of Sara J Carlsson
FINANCIAL ADVISOR

Sara J Carlsson,

CFP®
202 1st Street S E Ste 101 Mason City, IA 50401 opens in a new window
Call Send Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Camping
  • Spending Time with Family
  • Cooking
  • Active Lifestyle

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 04:30PM
Tuesday 08:30AM - 04:30PM
Wednesday 08:30AM - 04:30PM
Thursday 08:30AM - 04:30PM
Friday 08:30AM - 04:30PM
Saturday By Appointment Only
Sunday Closed

Fax

(888) 847-8934

Branch Team

  • Jenny Verstegen
    Registered Branch Associate
  • Ashley Groth
    Branch Office Administrator

Office Address

202 1st Street S E
Ste 101
Mason City, IA 50401opens in a new window

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