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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.

We’re here to help.

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Featured Service

Reviewing Your Financial Plan

During COVID-19

If COVID-19 has 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. Whether you’d just like a second opinion on your current plan, or if you’re starting from scratch, 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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Financial Advisor Spotlight

Sarah LePhew*

Sarah LePhew*

CFP®

Read more about Sarah LePhew*.

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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.

Request a Virtual Appointment