Help a Friend. Help Our Community.
At Carroll Financial, we truly value the trust you have placed in us and always appreciate the opportunity to help the people closest to you.
If you have a friend, colleague or family member who is facing a major life transition event, concerned about planning for a secure retirement or needs help addressing one or more of the planning issues listed on our Services tab, please give us a call. We can discuss to best way to connect with them to schedule a Discovery meeting. You can introduce us to them using the form below.
Since a strong commitment to our community is a big part of our philosophy, for every person or family who comes to see us for a Discovery meeting based on your referral, we will donate $100 to the local charity of your choice, as well as $100 to the charity of their choice, from the list below.