Carter Financial Group, Inc.

Carter Financial Group, Inc. boutique financial services firm offering investment advisory and financial planning Carter Financial Group, Inc. is not affiliated with Mutual Securities, Inc.

Investment advisory services offered through Carter Financial Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Carter Financial Group, Inc. are offered by TD Ameritrade Institutional, a division of TD Ameritrade, Inc. Member FINRA/SIPC

Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at

807-A Camarillo Springs Road, Camarillo, CA 93012. or TD Ameritrade, Inc. This message is intended only for the use of the person(s) (intended recipient) to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please reply to the sender as soon as possible and delete the message from your computer. Any dissemination, distribution, copying, or other use of this message or any of its content by a person other than the intended recipient is strictly prohibited.

04/08/2026

Please join us for a day of great food, drinks, music, and conversation as we celebrate the collective effort that brought this space to life. This new building was designed with our clients and community in mind, and we cannot wait to welcome you in and celebrate together.

Event Details
đź“… Date: Saturday, May 2, 2026
⏰ Time: 3:00 PM to 7:00 PM CST
đź“Ť Location: Carter Financial Group
222 S. Cook St., Barrington, IL 60010

Whether you have been part of our journey for years or are just getting to know us, we would love for you to stop by, enjoy the atmosphere, and help us toast to this exciting next chapter!

Please RSVP by April 18, 2026
https://go.levitate.ai/?s=8a65kfYlCl&source=event

If you have any questions, feel free to reach out. We truly hope to see you there!

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

Address

222 S Cook Street
Barrington, IL
60010

Telephone

+18477132700

Website

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