Carroll Financial

Carroll Financial is a prominent financial planning and investment management firm based in Charlotte, established by Larry Carroll, CFP® in 1980. The company's ethos revolves around prioritizing clients' best interests and providing them with quality financial, retirement, and estate planning services. With a focus on wealth and investment management, the firm's approach emphasizes treating clients fairly, ethically, and respectfully while ensuring competent, courteous service at a fair price. The core philosophy of Trust Matters™ permeates the company's culture, underscoring the paramount importance of building trust in its relationships. Carroll Financial's team of advisors boasts an array of credentials such as CFA®, CFP®, CPA, CIMA®, CDFA, ChFC, RICP®, CLU, CCFS®, and MBA, reflecting the depth of expertise within the organization. The company's commitment to fostering strong communication with clients and aligning its capital with theirs sets a foundation for enduring partnerships. Located on 4521 Sharon Road, Suite 400, Charlotte, NC 28211, Carroll Financial prides itself on its dedication to clients and adherence to the philosophy that the best interest of the client is the only interest that matters. Notably, the firm operates under the umbrella of Cetera Advisor Networks LLC for securities and is a registered investment adviser. There is a strong emphasis on providing clients with a secure and transparent space for financial planning and investment management services, positioning Carroll Financial as a trusted partner in helping clients achieve their financial goals in the long term.