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.

Meet Our Team

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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Financial Advisor Spotlight

Cindy Piacentino

Cindy Piacentino

CFP® CCFS®

I enjoy working closely with my clients to create financial plans for their goals before and during retirement.

- Cindy Piacentino CFP® CCFS®

Cindy focuses on helping her clients define and realize their goals in all stages of their lives.  She is able to assist with all aspects of financial planning including wealth accumulation, retirement income and education planning.  Cindy also has experience in portfolio management and trading from her work in our managed accounts department.

Read more about Cindy Piacentino and their team.

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