The best interest of the client is
the only interest that matters.
– Larry W. Carroll, CFP® 1980
Carroll Financial is one of the Charlotte region’s oldest and largest independent, comprehensive financial planning and wealth management firms. Our financial advisors offer many years of experience and provide customized financial planning to our clients including: comprehensive wealth planning, investment management, estate planning, transition planning, elder care planning, and college planning.
At Carroll Financial, we’ll work closely with you to help you make informed decisions while keeping you on track to meet your long-term goals. We’ll develop and implement a suitable investment and distribution plan so you can enjoy the long and meaningful retirement you’ve worked so hard for.
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks are not affiliated.. Contact Kristopher Carroll, Financial Advisor, at (704) 553-8006.