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Carroll Financial Associates Inc., a registered investment advisory firm, is dedicated to providing the highest quality financial planning and asset management services available in the industry. The firm was established in 1980 and is staffed with twenty financial planning professionals dedicated to helping clients achieve their financial goals. The principals of the firm are: Larry W. Carroll, B. Kelly Graves, John A. Patterson, and Carl A. Brooks.
Mission
The mission of Carroll Financial Associates, Inc. is to assist our clients in accomplishing their financial goals. Our success will be measured by client satisfaction and the long-term relationships which result.
Our Major Objectives
- To provide the clients of Carroll Financial Associates, Inc. with the highest quality financial planning and asset management services available in the marketplace.
- To provide services and products that meet our clients’ needs and help them accomplish their financial goals.
- Conduct our business with integrity, openness, candor, and imagination with our clients, our associates, and our employees.
- To be on the cutting edge of the financial planning / asset management industry by using our knowledge and imagination to find creative strategies and solutions.
Our Methods
- We will attract and retain employees who are intelligent, creative, hard working, and who share our commitment to client satisfaction.
- We will strive for superior client communications, both written and oral, to support full disclosure and client education.
- We will work to provide unique, superior services and products to our clients.
- We will, where possible, become a Financial Partner with our clients by investing our capital along with theirs.
The Bottom Line
The above statements become simple rhetoric unless we are able to improve the financial position of our clients and, ultimately, assist them in reaching their financial goals.
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