(704) 553-8006
Trust Matters ™
Carroll Financial is one of the Charlotte 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
Steven McDermott*
“I help clients bridge the gap between where my clients are and where they want to be.”
- Steven McDermott*Steven enjoys building relationships with his clients and developing plans to help them bridge the gap between their present circumstances and where they want to be, achieving their financial goals and objectives.
Read more about Steven McDermott*.
Read Bio