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.
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.
Sign up for our E-Newsletter
Market related news, financial planning information and upcoming educational opportunities all in your inbox.
Recent Videos
-
40th Anniversary Commemorative Video
-
Ask an Advisor: What does it mean to be a fiduciary?
-
Post-Election Webinar - November 6, 2020
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.
Financial Advisor Spotlight
John Hall
I believe that the key to strong relationships with my clients is trust; my clients’ best interest is always at the forefront of my recommendations.
- John HallJohn works closely with each of his clients to develop an individualized plan designed to help reach their financial goals, whether they are concerned with retirement, business planning, wealth management, or other issues. His clients include successful professionals, retirees, corporate plans, and individuals seeking sound financial guidance.
Read more about John Hall.
Read Bio