Carroll Financial Associates, Inc.

Carroll Financial Associates, Inc. Most importantly, we strive to build lasting relationships based on trust, transparency, and a genuine commitment to helping our clients achieve their goals.

Our purpose is to develop long-lasting relationships with our clients and their families by combining our areas of experience with our clients’ investment management and planning needs. Since 1980, the Carroll Team have been committed to serving individuals, families, and business owners with personalized guidance, thoughtful planning, and a client-first approach. Our team works closely with clien

ts to understand their goals, navigate life's transitions, and build strategies designed to support long-term financial wellness. Backed by decades of experience and a collaborative team of financial professionals, we provide guidance across retirement planning, investment management, tax-efficient strategies, estate planning, and more.

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 🎄

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

Website

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