Financial Advisors | Charlotte, Raleigh & Rock Hill | Carroll Financial
financial advisors in nc and sc

Trust Matters

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

“The best interest of the client is the only interest that matters.”

Larry W. Carroll, CFP® 1980

Meet Our Team

 

 

Featured Service

Reviewing Your Financial Plan

During COVID-19

If COVID-19 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. 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.

 

Recent Videos

  1. 40th Anniversary Commemorative Video

  2. Ask an Advisor: What does it mean to be a fiduciary?

  3. Working With Your Advisor for Tax Efficient Charitable Giving

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

Financial Advisor Spotlight

Terrell Stauffer

Terrell Stauffer

CFP®

With the tremendous amount of noise in the financial industry, I want to serve my clients by helping them see the right perspective. Having the right viewpoint provides the foundation for every plan and is used to map out a financial course of action that focuses on the details that truly matter.

- Terrell StaufferCFP®

Read more about Terrell Stauffer.

Read Bio
Skip to content