Carroll Financial was recently named on Expertise’s 2021 list of the Top 20 Best Financial Advisors in Charlotte, NC.
Expertise scored 177 financial companies to create a list of the top 20 financial advisory firms in the city. They based their selection criteria on five main categories, including availability, qualifications, reputation, experience and professionalism.
We are honored to be part of this list and we are grateful for our clients, staff and partners who continuously help us earn recognition.
To view the full list visit: Expertise – Top 20 Best Financial Advisors
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Expertise Best Financial Advisors in Charlotte 2021 top 20. This list is based on 177 financial advisors in Charlotte, NC and the top 20 is ranked on availability, qualifications, reputation, experience and professionalism. Potential picks are identified in a community by public databases and customer referrals. The business qualifications are then validated by Expertise.com and public records are used to determine each provider’s reputation. Every provider is analyzed based on the number of professional databases reviewing them, average score, and volatility. Finalists are selected based on area of service, scope of services offered and years of experience. Last a mystery shopper calls to gauge knowledgeability, friendliness and professionalism.Awards & Recognition