Independent Financial Planners
Carroll Financial is one of the Carolina region’s oldest and largest wealth management firms.
Our Raleigh financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
Come Visit Us
We would love to learn more about you and your financial needs. The Summit Building is located near the UNC REX Hospital across the street from CVS Pharmacy.
There are a few visitor parking spaces in front of the building as well as a parking lot behind the building. Once inside, Suite 116 is down the hallway on your left if you are entering the building from the side facing Lake Boone Trail.
Meeting the Financial Needs of the Raleigh Community
Our Raleigh office serves clients who live and work in Raleigh and the surrounding areas. Whether it’s responsible investing, estate and elder care planning, or retirement and 401K 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.