Independent Financial Planners
Carroll Financial is one of the Carolina region’s oldest and largest wealth management firms.
Our Charlotte financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
Meeting the Financial Needs of the Charlotte Community
Our Charlotte office serves clients who live and work in Charlotte and the surrounding areas. Whether it’s responsible investing, estate and elder care planning, or retirement and 401(k) strategy, our team focuses on what is important to our clients lives and the goals they want to achieve.
The most fundamental part of our job is building trust in our relationships – both with our clients and the organizations in the communities we serve. As philanthropic corporate citizens, we are dedicated to improving our community through numerous charitable endeavors on an individual and company basis.
Help A Friend. Help Our Community. Referral Program
Carroll Financial’s “Help A Friend. Help Our Community” referral program allows us to help those you care about while giving back to our community. For each person or family who comes to see us based on your referral, we will donate $100 to the local charity of your choice, as well as $100 to the charity of their choice, from the list below.
Our referral program is just one of the many ways we are passionate about giving back. We enjoy volunteering and partnering with local non-profit organizations each year and we are proud to be so deeply rooted in our community.
Come Visit Us
We would love to learn more about you and your financial needs. Our Charlotte Office is located in the Porter Building which is on Sharon Road directly across from the main entrance to SouthPark Mall.
Parking is available behind the Porter Building. There is a surface level parking lot accessible from Sharon Road as well as an underground parking garage accessible from Coltsgate Road. Once inside the building, take the main elevator to the fourth floor. Once you step off of the elevator, you will be in our lobby and Dana will be there to greet you.