(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
Michael Jette
CFP® CLU® ChFCFor the best in the industry, success is often measured by client satisfaction and in helping people accomplish their long-term financial goals.
- Michael Jette CFP® CLU® ChFCFor more than 30 years now I have been having conversations with people about all different facets of their financial lives. These interactions have helped me form a number of convictions about money and about life. Perhaps one of the most compelling of those convictions is this: Your life is not about making money, your money is about making a life. I want to spend the rest of my working life helping people not only get a good return on investments (ROI) but a great return on life (ROL).
Read more about Michael Jette and their team.
Read Bio