(704) 553-8006
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.
Charlotte Office Move
Our Charlotte office will be moving to a new location on
April 20, 2020
The new address is:
4521 Sharon Road, Suite 400, Charlotte, NC 28211
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.
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.
Financial Advisor Spotlight
Kristopher Carroll
CFP® CFA®I think our clients find comfort in the fact that while they will only retire once, we’ve been through the process many times.
- Kristopher Carroll CFP® CFA®Kris works closely with pre-retirees and retirees with a specific focus on retirement income planning. The focus of my team is to provide the very best financial guidance and service to our clients. Our team enjoys a special camaraderie and we work together with energy, enthusiasm and genuine care for our clients.
Read more about Kristopher Carroll and their team.
Read Bio