Magnify Money recently ranked Carroll Financial fourth on their list of “Top 10 Best Financial Advisors in North Carolina”.
Magnify Money based their ranking on the firm’s AUM and client-to-advisor ratio, which are both weighted equally. The list exclusively considers firms that manage individual accounts and offer financial planning services.
We are honored to be included in this ranking and we are thankful for our clients, staff and partners who help us earn recognition in our industry.
To view the full list visit: Top 10 Best Financial Advisors in North Carolina
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.
Best Financial Advisors in North Carolina 2021: Fees and Services. This listing is based on the Amanda Gengler’s opinions and research and is based on firms that manage individual accounts and offer financial planning services. They have then been ranked according to assets under management.Awards & Recognition