Trust Matters

Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our clients.

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Featured Service

Retirement Planning

Selecting the right time to retire is an important decision. Our financial advisors are here to help you reach your financial goals before and during your retirement. We know that life happens and things don’t always happen exactly as you planned. At Carroll Financial, we’ll work closely with you to help you make informed decisions along the way 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.

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A cup of coffee & a second opinion

We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.

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Michael Jette

Michael Jette


Financial Advisor Spotlight

For the best in the industry, success is often measured by client satisfaction and in helping people accomplish their long-term financial goals.

- Michael Jette CFP® CLU® ChFC

For more than 30 years now I have been having conversations with people about all different facets of their financial lives. These interactions have helped me form a number of convictions about money and about life. Perhaps one of the most compelling of those convictions is this: Your life is not about making money, your money is about making a life. I want to spend the rest of my working life helping people not only get a good return on investments (ROI) but a great return on life (ROL).

Read more about Michael Jette and their team.

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