Financial Advisor For Physicians | Charlotte, Hickory, Raleigh NC & Rock Hill SC | Carroll Financial


As a trusted advisor, Carroll Financial offers valuable resources to help physicians manage complex financial pressures within a practice.

Carroll Financial is an approved member of AMA Insurance Agency’s Physicians Financial Partners program. AMA Insurance Agency, Inc. is a subsidiary of the American Medical Association.

Carroll Financial helps protect your financial health while you tend the health of your patients. We provide relevant, practical and balanced advice, as well as investment services and products to help you build more security and prosperity. The PFP program is designed to provide physicians with access to financial professionals who successfully complete a rigorous approval process. As a member of the Physicians Financial Partners program, Carroll Financial delivers unique products and education, including physician-specific benefits and special pricing that can positively impact the financial well-being of the physicians we serve.

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A cup of coffee & a second opinion

We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.

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