Trust Matters ™
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.
“The best interest of the client is the only interest that matters.”
– Larry W. Carroll, CFP® 1980
Reviewing Your Financial Plan
40th Anniversary Commemorative Video
Ask an Advisor: What does it mean to be a fiduciary?
Working With Your Advisor for Tax Efficient Charitable Giving
Financial Advisor Spotlight
With the tremendous amount of noise in the financial industry, I want to serve my clients by helping them see the right perspective. Having the right viewpoint provides the foundation for every plan and is used to map out a financial course of action that focuses on the details that truly matter.- Terrell StaufferCFP®
Read more about Terrell Stauffer.Read Bio