Carrier, Maurice & Webb Wealth Advisors
508 Princeton Road, Suite 301
Johnson City, TN 37601
2030 W State Route 89A, Suite B2/b
Sedona, AZ 86336
phone: 423-610-0099 \ 928-202-3216
We encourage you to explore our website to learn more about our firm. If you are interested in an initial consultation you may call or email our office requesting an initial appointment. You will be asked a few brief questions including your address or email address to which we will send a packet of information for you to read. We request you fill out the confidential profile and return it to us before your appointment so we may be better prepared to help you and to understand your concerns.
At your initial meeting we will review your confidential profile with you to make sure we understand your situation and gain a view of your financial landscape through your eyes.
We will share with you our philosophy and services and how we feel we can help you as well as feedback and any concerns we have based on the information you provided us.