Carroll Financial Associates, Inc.

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

is one of the Charlotte region’s oldest and largest financial planning and investment management firms. 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." Our mission is to assist you in reaching your financial goals by providing creative, intelligent solutions and quality financial services. We believe t

hat you should be treated fairly, ethically, and respectfully and receive competent, courteous service and advice at a fair price. Our 36 financial advisors offer many years of experience and have earned professional designations including: CERTIFIED FINANCIAL PLANNER­­™ (CFP®), Chartered Financial Analyst (CFA®) and Certified Public Account (CPA), among others. Each advisor is supported by the resources of the firm and many work within a team structure. Securities offered through Cetera Network Advisors LLC, Member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a registered investment adviser. Carroll Financial and Cetera Advisor Networks LLC are not affiliated.

Happy Thanksgiving from our family to yours! 🍂
11/25/2021

Happy Thanksgiving from our family to yours! 🍂

Our office will be closed tomorrow in observance of Thanksgiving. We hope you have a very happy Thanksgiving! 🍂
11/24/2021

Our office will be closed tomorrow in observance of Thanksgiving. We hope you have a very happy Thanksgiving! 🍂

Congratulations Larry! What an honor!
11/19/2021

Congratulations Larry! What an honor!

Congratulations to APSU alumnus and veteran Larry Carroll (‘76), who was presented with the inaugural Presidential Medal of Distinction from APSU President Mike Licari during the University’s Military Appreciation Football Game at Fortera Stadium on Nov. 6!

https://bit.ly/3ohMmcU

We're excited to be a sponsor of ChristmasVille in Rock Hill, SC this year! 🎄⭐️
11/16/2021

We're excited to be a sponsor of ChristmasVille in Rock Hill, SC this year! 🎄⭐️

Thank you, Carroll Financial Associates, Inc., for your help and support this ChristmasVille. We couldn’t do it without amazing sponsors like you. We appreciate all you do to make Rock Hill a great place to live, work, and play!

Thank you to our veterans 🇺🇸
11/11/2021

Thank you to our veterans 🇺🇸

It’s a beautiful (and chilly) day for a shredding event! Come out and see us at Providence Baptist Church - Charlotte, N...
11/06/2021

It’s a beautiful (and chilly) day for a shredding event! Come out and see us at Providence Baptist Church - Charlotte, NC from 9:00am-12:00pm. Stay in your warm car and we’ll unload your documents to be shred on site!

Thank you to Shannon at DreamSpree Studio Yoga and Massage for giving our hard working employees some R&R this week!
11/04/2021

Thank you to Shannon at DreamSpree Studio Yoga and Massage for giving our hard working employees some R&R this week!

Our Rock Hill office submitted their requests to Santa early this year at the ChristmasVille Kick Off Breakfast! We are ...
11/04/2021

Our Rock Hill office submitted their requests to Santa early this year at the ChristmasVille Kick Off Breakfast! We are proud to be a Jolly Sponsor of the event 🎄

We hope everyone had a Happy Halloween!
11/03/2021

We hope everyone had a Happy Halloween!

Happy 15th work anniversary to Brett B***r! Here’s to the next 15! 🎉
10/01/2021

Happy 15th work anniversary to Brett B***r! Here’s to the next 15! 🎉

Happy first day of fall! 🍂
09/22/2021

Happy first day of fall! 🍂

We had a great time at our recent Shred-It event in Raleigh!
09/15/2021

We had a great time at our recent Shred-It event in Raleigh!

Address

4521 Sharon Road, Suite 400
Charlotte, NC
28211

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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