Carroll Financial

About

One of Charlotte's oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc. assists clients in reaching their financial goals by providing quality financial, retirement and estate planning services through creative, intelligent solutions. The firm was established in 1980, by Larry Carroll, CFP® with the simple approach: "The best interest of the client is the only interest that matters."

We believe that clients should always come first by treating them fairly, ethically, and respectfully and our clients have the right to competent, courteous service and advice at a fair price. Carroll Financial specializes in wealth and investment management in addition to long term financial planning.

Our philosophy is Trust Matters™, which is repeated throughout the company's communications. This philosophy acts as the company's constant reminder that the most fundamental part of the job is building trust in its relationships.

Carroll Financial's financial advisors offer many years of experience and include the CFA®, CFP®, CPA, CIMA®, CDFA, ChFC, RICP®, CLU, CCFS®, and MBA credentials, among others. Each advisor is supported by the total resources of the firm and many work within a personal advisory team. The company strives for excellent communication with clients and, when possible, partnering with them by investing its capital in the same way they invest theirs.

4521 Sharon Road, Suite 400, Charlotte, NC 28211

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a registered investment adviser. Carroll Financial Associates, Inc., and Cetera are not affiliated.

Keywords

financial strategies, financial goals, account planning, organize, prioritize financial decisions, tax efficiency, income, gift, estate taxes, financial planning for physicians, risk management

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