Carroll Financial
Financial Services, 4521 Sharon Rd Ste 400, Charlotte, North Carolina, 28211, United States, 11-50 Employees
Phone Number: +17*********
Who is CARROLL FINANCIAL
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 ...
Read More
-
Headquarters: 4521 Sharon Rd Ste 400, Charlotte, North Carolina, 28211, United States
-
Date Founded: 1980
-
Employees: 11-50
-
Revenue: $10 Million to $25 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6162
|
NAICS Code: 523940 |
Show More
Does something look wrong? Fix it. | View contact records from CARROLL FINANCIAL
Carroll Financial Org Chart and Mapping
Email
Phone
Similar Companies to Carroll Financial
Wealth Enhancement Group
-
501-1000
-
$ 250 Million to 500 Million
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Carroll Financial
Answer: Carroll Financial's headquarters are located at 4521 Sharon Rd Ste 400, Charlotte, North Carolina, 28211, United States
Answer: Carroll Financial's phone number is +17*********
Answer: Carroll Financial's official website is https://carrollfinancial.com
Answer: Carroll Financial's revenue is $10 Million to $25 Million
Answer: Carroll Financial's SIC: 6162
Answer: Carroll Financial's NAICS: 523940
Answer: Carroll Financial has 11-50 employees
Answer: Carroll Financial is in Financial Services
Answer: Carroll Financial top competitors include: Wealth Enhancement Group
Answer: Carroll Financial contact info: Phone number: +17********* Website: https://carrollfinancial.com
Answer: 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, CFP with the simple approach: "The best interest of the client is the only interest that matters." We believe that clients should always come first by treating them fairly, ethically, and respectfully and our 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. Our 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 financial advisors offer many years of experience and include the CFA, CFP, CPA, CIMA, CDFA, ChFC, RICP, CLU, CCFS, 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. 4521 Sharon Road, Suite 400, Charlotte, NC 28211 Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a registered investment adviser. Carroll Financial Associates, Inc., and Cetera are not affiliated.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month