Where are Carroll Financial's Headquarters?

Carroll Financial's Headquarters are in 4521 Sharon Road Suite 400,Charlotte,North Carolina,United States

What is Carroll Financial's phone number?

Carroll Financial's phone number is +1 704-553-8006

What is Carroll Financial's official website?

Carroll Financial's official website is https://www.carrollfinancial.com

What is Carroll Financial's Revenue?

Carroll Financial's revenue is $1 - 10M

What is Carroll Financial's NAICS code?

Carroll Financial's NAICS code is 523920

How many employees are working in Carroll Financial

Carroll Financial has 58 employees

What is Carroll Financial's Industry?

Carroll Financial is in the industry of Financial Services

Who is Carroll Financial's Owner?

Carroll Financial's Owner is William Carroll

Who is Carroll Financial's Chairman Emeritus?

Carroll Financial's Chairman Emeritus is Larry Carroll

Who is Carroll Financial's Executive Vice President?

Carroll Financial's Executive Vice President is John Patterson

Who is Carroll Financial's Marketing Director?

Carroll Financial's Marketing Director is Marianne Gebhardt

Who is Carroll Financial's Marketing Director?

Carroll Financial's Marketing Director is Marianne Edwards

Carroll Financial

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Description

One of Charlottes oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc. assists clients in reaching their financial goals by providing quality financial, retirement and estate planning services through creative, intelligent solutions. The firm was established in 1980, by Larry Carroll, with the simple approach: The best interest of the client is the only interest that matters. The company believes that clients needs as investors should always come first by treating them fairly, ethically, and respectfully and that clients have the right to competent, courteous service and advice at a fair price. Carroll Financial specializes in wealth and investment management in addition to long term financial planning.Their philosophy is Trust MattersTM, which is repeated throughout the companys communications. This philosophy acts as the companys constant reminder that the most fundamental part of the job is building trust in its relationships.Carroll Financials eighteen financial advisors offer many years of experience and include the CFA, CFP® , CPA, and MBA credentials, among others. Each advisor is supported by the total resources of the firm and many work within a personal advisory team. The company strives for excellent communication with clients and, when possible, partnering with them by investing its capital in the same way they invest theirs.
Headquarters:4521 Sharon Road Suite 400, Charlotte, North Carolina, United States
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Phone Number: +1 704-553-8006
Website: https://www.carrollfinancial.com
Employees:58
Revenue:$1 - 10M
Legal Name:Carroll Financial
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| NAICS Code: 523920 |
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Owner for Carroll Financial

William Carroll

Owner

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View Employees

William Carroll

Owner

Larry Carroll

Chairman Emeritus

John Patterson

Executive Vice President

Marianne Gebhardt

Marketing Director

Marianne Edwards