Financial planner · Hammond, IN · reviewed since 2025
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#13 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 76%
5.0★★★★★23 Google reviews
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Carson Wealth holds a perfect five-star rating from twenty-three Google reviews, with clients consistently praising the team for clear communication, patience, and personalized financial planning. Reviewers highlight the advisors' ability to explain complex investment details in understandable terms and their focus on aligning strategies with individual client goals. The service is described as responsive and supportive, often providing peace of mind during significant life events, with no recurring criticisms noted in the provided excerpts.
Google rating: 5.0 out of 5 from 23 reviews (100% five-star).
Reviews on this page: 23 Google reviews (19 with written comments).
Owner responses: the business replied to 0% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: reliability.
Carson WealthRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Carson Wealth: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Carson Wealth: 97/100 on this factor. Category median: 97.A
97
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Carson Wealth: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Carson Wealth: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.
Star ratings
23 Google reviews we collected
5.0of 5
5 stars23100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 19 written reviews
100%praise
Praise35100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price880%
Reasonable220%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1131%
Communication823%
Would recommend720%
Honesty & trust514%
Quality & results39%
Speed & response13%
What customers talk about
We read 19 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are knowledgeable, responsive, and genuinely great at what they do.”
“They are also very transparent and always take the time to explain things clearly, which gives us a lot of confidence in the decisions we’re making.”
“…y to have Mark and Connor helping us navigate our finances and would absolutely recommend them to anyone looking for trustworthy and responsive financ…”
“For the last several years, Mark has been my trusted advisor and I could not be happier.”
“We’ve had a great experience working with Mark and Connor as our financial advisors.”
People customers mention
Mark8 reviews
Connor3 reviews
Anleitner3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Carson Wealth for 6 kinds of job. Pick one to see what they paid and said.
CarlyLocal Guide · 11 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
For the last several years, Mark has been my trusted advisor and I could not be happier. Not only does he break things down so they’re easy to understand, but he’s honest, dependable, trust worthy, and makes you feel like family. I have referred him to my closest family and friends because there’s no one I trust…
Ashley9 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
We’ve had a great experience working with Mark and Connor as our financial advisors. They are knowledgeable, responsive, and genuinely great at what they do. We really appreciate that they listen to what we want and make sure our financial plan reflects our goals and priorities rather than pushing us in a direction…
Paula5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Mark is a phenomenal financial advisor. We’ve been with him for 13 years and he’s done a great job with our money and taught us a lot about wealth in general. Mostly, working with him has given us peace of mind.
Great priceFinancial planInsurance purchase consultingEstate planning
Ivy4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
So happy I went with Mark Anleitner for getting into investing! So nice and calm to work with and made sure I understood everything going on. Best person to go with if you are nervous about starting investing or even just want to know more about it.
Reasonable priceFinancial planInvestment advising
Molly1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Mark was incredibly friendly and helpful, and walked me through everything. He was so patient with all of my questions and made feel comfortable. Highly recommend
Great priceFinancial plan
Kenneth7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
Mark is always there for us. He answers all of our questions and concerns. We are very glad to be part of his group.
For the last several years, Mark has been my trusted advisor and I could not be happier. Not only does he break things down so they’re easy to understand, but he’s honest, dependable, trust worthy, and makes you feel like family. I have referred him to my closest family and friends because there’s no one I trust more to help manage my money. I’d give ten stars if I could!
We’ve had a great experience working with Mark and Connor as our financial advisors. They are knowledgeable, responsive, and genuinely great at what they do. We really appreciate that they listen to what we want and make sure our financial plan reflects our goals and priorities rather than pushing us in a direction we don’t want to go. They are also very transparent and always take the time to explain things clearly, which gives us a lot of confidence in the decisions we’re making. We feel like we can reach out whenever we have a question and know we’ll get a thoughtful response. We’re very happy to have Mark and Connor helping us navigate our finances and would absolutely recommend them to anyone looking for trustworthy and responsive financial advisors!!
drew dumont7 reviewsiTotal number of Google reviews drew has written across all businesses on Google Maps, not just this one.
Mark is a phenomenal financial advisor. We’ve been with him for 13 years and he’s done a great job with our money and taught us a lot about wealth in general. Mostly, working with him has given us peace of mind.
So happy I went with Mark Anleitner for getting into investing! So nice and calm to work with and made sure I understood everything going on. Best person to go with if you are nervous about starting investing or even just want to know more about it.
Price assessment: Reasonable price
Services: Financial plan, Investment advising
Molly Corning1 reviewiTotal number of Google reviews Molly has written across all businesses on Google Maps, not just this one.
Mark was incredibly friendly and helpful, and walked me through everything. He was so patient with all of my questions and made feel comfortable. Highly recommend
Price assessment: Great price
Services: Financial plan
Kori Jarrell-Ward6 reviewsiTotal number of Google reviews Kori has written across all businesses on Google Maps, not just this one.
