Our philosophy is simple:
You will see those words repeated throughout our communications. They act as our constant reminder that the most fundamental part of our job is building trust in our relationships.
Carroll Financial Associates, Inc. is one of the Charlotte region’s oldest and largest financial planning and investment management firms. The firm was established in 1980 by Larry Carroll with the simple approach: "The best interest of the client is the only interest that matters."
Our mission is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions to their needs. We believe that your needs as an investor should always come first. You should be treated fairly, ethically, and respectfully by every employee of our firm. You have the right to competent, courteous service and advice at a fair price.