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Trust Matters

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

We’re here to help.

Meet Our Team

 

 

Featured Service

Reviewing Your Financial Plan

During COVID-19

If COVID-19 has created a change in your income, employment, health, attitude about risk, family wealth or your vision of the future… now may be a great time to take a fresh look at your financial plan. Whether you’d just like a second opinion on your current plan, or if you’re starting from scratch, our advisors are here to help. Reach out to us to schedule a phone call or virtual meeting at a time that works for you.

 

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Financial Advisor Spotlight

Sarah Strickland*

Sarah Strickland*

RICP®

“Really getting to know your clients is the only way to serve them properly. The financial industry isn’t just about finances. It’s about people.”

- Sarah Strickland* RICP®

Sarah is passionate about helping her clients prepare for retirement and life’s unexpected events.

Read more about Sarah Strickland*.

Read Bio

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.

Request a Virtual Appointment