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
Reviewing Your Financial Plan
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40th Anniversary Commemorative Video
Ask an Advisor: What does it mean to be a fiduciary?
2020 Year in Review Webinar - January 12, 2021
Financial Advisor Spotlight
Read more about David Baldwin and their team.Read Bio