Carroll Financial Group Information

At Carroll Financial Group, our goal is to serve the long-term financial interests of our clients by preserving and growing their capital in a tax efficient manner. We use a fundamental security analysis and a balanced investment discipline to prudently manage individual, customized portfolios. From the beginning our mission has been to give our clients (both families and small businesses) the peace of mind that comes from knowing that their investments are being handled with only their interests at heart. As the founder of Carroll Financial Group, it has always been my desire to create a professional investment management firm that operates without conflicts of interest, and whose sole focus is on safeguarding the long-term financial objectives of our clients. Recognizing that each investor is unique, we seek to develop and implement a long-term plan that is specific to your situation- designed to preserve capital first, grow it, and provide income for your lifetime. I invite you to learn more about our firm on this website or by contacting us at (516) 825-1110.