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Carroll Financial logo — "The best interest of the client is the only interest that m...

Carroll Financial

"The best interest of the client is the only interest that matters."​ - Larry W. Carroll, CFP®

Founded 1980 United States Charlotte, United States 12 employees Financial Services, Wealth Management

General Information

Company Name Carroll Financial
Founded Year 1980
Location United States Charlotte, United States +3
Employees 12
Industries Financial Services, Wealth Management
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About Carroll Financial

Carroll Financial is a prominent financial planning and investment management firm based in Charlotte, established by Larry Carroll, CFP® in 1980. The company's ethos revolves around prioritizing clients' best interests and providing them with quality financial, retirement, and estate planning services. With a focus on wealth and investment management, the firm's approach emphasizes treating clients fairly, ethically, and respectfully while ensuring competent, courteous service at a fair price. The core philosophy of Trust Matters™ permeates the company's culture, underscoring the paramount importance of building trust in its relationships. Carroll Financial's team of advisors boasts an array of credentials such as CFA®, CFP®, CPA, CIMA®, CDFA, ChFC, RICP®, CLU, CCFS®, and MBA, reflecting the depth of expertise within the organization. The company's commitment to fostering strong communication with clients and aligning its capital with theirs sets a foundation for enduring partnerships. Located on 4521 Sharon Road, Suite 400, Charlotte, NC 28211, Carroll Financial prides itself on its dedication to clients and adherence to the philosophy that the best interest of the client is the only interest that matters. Notably, the firm operates under the umbrella of Cetera Advisor Networks LLC for securities and is a registered investment adviser. There is a strong emphasis on providing clients with a secure and transparent space for financial planning and investment management services, positioning Carroll Financial as a trusted partner in helping clients achieve their financial goals in the long term.

Taxonomy: Financial Planning, Investment Management, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Wealth Planning, Tax Efficiency, Wealth Advisory, Financial Advisors, CFA (Chartered Financial Analyst), CFP (Certified Financial Planner)

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Carroll Financial Alternatives & Competitors

Carroll Financial vs
Equanimity Wealth Management
Equanimity Wealth Management United States

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Carroll Financial vs
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Summit Financial Networks, Inc. United States

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FAQ About Carroll Financial

"The best interest of the client is the only interest that matters."​ - Larry W. Carroll, CFP®
Carroll Financial was founded in 1980.
Carroll Financial is headquartered in Charlotte, United States.
Carroll Financial operates in the following industries: Financial Services, Wealth Management.
Carroll Financial has approximately 12 employees.
Top alternatives and competitors to Carroll Financial include Equanimity Wealth Management, Summit Financial Networks, Inc., SageView Advisory Group, Chatterton & Associates, Virginia Asset Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Carroll Financial and Equanimity Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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