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

Denis Curcio

Denis Curcio

CFP®

Creating value through comprehensive financial planning.

- Denis Curcio CFP®

Denis provides financial planning to high net worth individuals and their families. He focuses his efforts on comprehensive financial planning specializing in estate planning, wealth transfer and charitable giving. His integrated consultative approach helps clients develop strategies to pursue their major financial goals.

Read more about Denis Curcio and their team.

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