We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust. I believe carefully listening and understanding my clients' needs and current situation is paramount to helping them make informed decisions. Creating value for my clients is my number one objective.
The goal is simply to offer common sense solutions to achieve realistic client expectations. My commitment to each and every client is to build lasting, meaningful relationships based on trust, integrity and superior client service.
The goal is simply to offer common sense solutions to achieve realistic client expectations. My commitment to each and every client is to build lasting, meaningful relationships based on trust, integrity and superior client service.
Services
Our advisors offer many years of experience and provide financial planning services to the Carolinas and beyond. Our firm has acted as a fiduciary to our clients since 1981 and all of our financial advisors are held to the fiduciary standard. At Carroll Financial we uphold the Fiduciary Standards required of a registered investment adviser by the Securities and Exchange Commission (SEC).
We believe that the best interest of our clients is the only interest that matters, and that means putting our clients first - always. We are committed to providing our clients with exceptional service, communication, and financial advice. Consistency and dependability means we follow through and do what we say we will do - every time.
Selecting the right time to retire is an important decision. Our Certified Financial Planners are here to help with retirement planning and assist you in pursuing your financial goals. We know that it isn't always possible to coordinate everything to fall into place in perfect sequence. At Carroll Financial, we help our clients make informed decisions when in fact they do decide to retire.
We have been protecting our clients' wealth and helping to minimize risk for more than 40 years. Our approach to overseeing our clients' investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. Our financial planning and investment management programs are carefully linked.
A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life. At Carroll Financial, we know that life can change in an instant. We are always here for our clients to develop plans and to help implement them from one generation to the next.
Reviews (3)
Nasiru Muhammed Wambai
Oct 30, 2021
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I appreciate the effort of Mrs. Gabriella Donald for helping me work from home despite being quarantined. Profits been made weekly as she promised, i invested €700 and now making €8,200 weekly, All thanks to her, wouldn’t have been easy during this lockdown she made me and my Family smile, Send her a DM and thank me later email: Gabrielladonald540@gmail.com WhatsApp:+14235973142
Ronald R. Cheatham
Oct 11, 2021
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Nzekwe Ebuka
Sep 25, 2021
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Words can't describe the wonderful work you did on my trading account, I am delighted I trusted you and give you a chance to help grow my $1000 into $12,000 in just a week, Mrs Lilian Wilson my family and I are forever indebted to you for the financial stability you brought to our home, I advice the entire public to invest with Mrs Lilian Wilson, contact via WhatsApp: +1 (315) 696-7425 Email: Lilianwilson220@gmail.com
