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Providing Financial Planning and Investment Management Advice Across the Carolinas

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. At Carroll Financial, Trust Matters.™

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

Larry W. Carroll, CFP® 1980

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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.

 

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    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

    David Baldwin

    David Baldwin

    CPA

    Read more about David Baldwin and their team.

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