Facts and Insights
CARROLL FINANCIAL GROUP, INC. is a renowned financial advisory firm that provides customized financial solutions to clients. The firm has been in business for over 36 years and has established a strong reputation in the industry for its expertise and professionalism.
How does the advisor help clients – Key Takeaways:
- Assists clients in achieving their financial goals through personalized financial planning and investment management services
- Utilizes a comprehensive approach to financial planning, taking into account clients’ unique needs and goals
- Emphasizes open and honest communication with clients to ensure their financial needs are met
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 13 | 36 years |
Financial Services Offered:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance analysis and recommendations
Client Types:
CARROLL FINANCIAL GROUP, INC. serves a diverse range of clients, including individuals, families, small businesses, corporations, and non-profit organizations.
Fees & Compensation:
The firm operates on a fee-only basis, meaning their compensation comes solely from the fees they charge for their services. This ensures that their recommendations are always in the best interest of their clients.
Background:
CARROLL FINANCIAL GROUP, INC. was founded in 1983 by CEO and President, Robert J. Carroll Jr. With over 36 years of experience in the financial industry, Mr. Carroll leads a team of skilled and knowledgeable advisors who are dedicated to providing top-notch financial advice and guidance to their clients.
Financial Advisor Disclosures to Know:
As per their most recent Form ADV filing with the Securities and Exchange Commission, CARROLL FINANCIAL GROUP, INC. has no disclosures or legal actions to report.