Independent Financial Planners
Carroll Financial is one of the Carolina region’s oldest and largest wealth management firms.
Our Rock Hill financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
Meeting the Financial Needs of the Rock Hill Community
Our Rock Hill office serves clients who live and work in Rock Hill 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
Our Rock Hill office is located in the Fountain Park Place Building which is diagonal across from Fountain Park in Downtown Rock Hill.
Parking is available via a four-story parking deck which is connected to the Fountain Park Place Building. Once you park in the parking deck, take the elevator down to the first floor of the deck. Once you step off the elevator you will see a door that leads you into the main building. Walk down the hallway until you arrive at the main building elevators and take them to the fourth floor. When you arrive on the fourth floor our office will be around the corner to your right.