Carroll Investment Management
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Carroll Investment Management
Are you ready to fully enjoy life and take the stress out of retirement planning and investment management?. Planning for your retirement and choosing the right investments can be confusing and intimidating. We'll review and implement action steps that will lead to peace of mind and your amazing life.

Every day, I try to make my client's lives a little easier by giving them the financial confidence that comes with a well-defined plan, a simple to understand investment process and communication that is clear and free of jargon.
Reviews (10)
David Hanrion
David Hanrion
Feb 02, 2022
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Devin provides exceptional content in easy to understand formats. In my personal situation, Devin's book (2020 edition), and his YouTube Channel videos, have provided me with the necessary information to successfully navigate through my Social Security benefit decisions: determining benefit scenarios (pros and cons), determining spousal benefit options, taxation impacts, earnings impacts, etc., and benefit application timing. Devin makes the general decision making easy to navigate. For more complicated situations, I would highly recommend individually consulting with Devin and his team. Great
Pat Campanaro
Pat Campanaro
Jan 31, 2022
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Devin and his team are a wealth of information when it comes to understanding the complex rules of social security. I have learned so much by subscribing to his channel. He communicates in a clear concise manner for everyone to understand. I will be filing for SS next year and plan to use his team/services. Thank you Devine, I find your channel extremely informative. You have educated me on what direction is best for me. Get resource and a wealth of information. I have recommended your site to many friends and family.
Jane W. Williams
Jane W. Williams
Jan 31, 2022
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I've been watching Devin Carroll for several months now. He's the best for anything to do with Social Security. I can find the answers elsewhere, but he breaks things down so they're easier to understand. Whenever I have a question, I can always find a video on his YouTube channel that helps me. Thanks Devin!
Linda Witkowski
Linda Witkowski
Jan 29, 2022
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Navigating and understanding Social Security isn't always easy, so I have appreciated very, very much Devin's expertise with helpful videos and articles. He stays up to date on what is happening, and is generous in sharing his knowledge. Thank you Devin!
Craig Surginer
Craig Surginer
Jan 29, 2022
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By chance, I received an email inviting me to watch a broadcast from Devin. It captured my attention because of the Social Security subject. This was one of the best decisions I have ever made. Devin makes excellent video related to social security. He explains what he will cover and then drills into the specifics. It is a place where you can obtain 100% free information on a broad range of social security topics. It’s best to know things to consider before you and your family make an irrevocable decision which based on little or no information. Certainly Devin offers professional Financial management
Timothy Fiebig
Timothy Fiebig
Jan 28, 2022
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Positive: Professionalism
Devin and his advisory group are caring and professional. They truly understand the social security system and it’s nuances and how it fits into your complete financial situation and plan. They stay up to date to the latest changes.
Mike Farrell
Mike Farrell
Jan 27, 2022
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As a follower of Devin Carroll's YouTube Channel, we took advantage of his invitation to speak, free of charge, to someone from his team for a free 15 minute consultation regarding the timing of filing for our social security benefits. My wife and I were waiting for the call when at the exact appointed time Devin himself called us! Our free 15 minute chat turned into a 50 minute in-depth discussion, which answered all of our questions. And, still, all for free!. While we offered to compensate him for his additional time, Devin said it was not necessary. He was most generous sharing with us his
Caryl Liptak
Caryl Liptak
Jan 27, 2022
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I have been listening to Devin Carroll’s You Tubes and podcasts for at least a year. He is very knowledgeable regarding social security issues and breaks it down into easily understandable steps including visual charts and examples. He is honest and down to earth in his style and approach in explaining SS items. He is not afraid to say when he is wrong about something or needs more information to give an appropriate answer.
Randy Campbell
Randy Campbell
Jan 26, 2022
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Positive: Professionalism, Quality
Great guy, I have watched Devon’s videos since 2019 and also have his books on Social Security, and I have used many of the ideas in my own retirement journey. You just can’t find a better place to go for your retirement, Social Security questions to be answered! Thanks Devon, can’t wait to see the next video !!
Judee Lund
Judee Lund
Jan 24, 2022
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You have come to the right place if you are seeking expert financial & social security type advice. Devin & his team are by far, the most professional and knowledgeable experts in their field. I recommend them to anyone who needs an honest overview of their financial situation. Devin is the one for you.