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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.
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.
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.
Financial Advisor Spotlight
Kellen Taylor
CFP®Practicing as an advisor since 2007, my focus has always been on developing long-term personal relationships with my clients.
- Kellen Taylor CFP®Kellen’s concentration is on financial planning and investment management for his clients that range from young professionals building their financial future, to those nearing or in retirement looking to recreate the paycheck from their working days.
Read more about Kellen Taylor.
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