New Outlook Financial, LLC

Was a client for some years. Stopped returning calls and emails.
May 9th, 2022

I was speaking with Charles Carroll at a colleague's dinner party recently and in about 3 minutes of me talking about my concerns with my financial situation he had given me a debt restructuring suggestion that while simple is now a short time later saving me about $550. every month (and will continue to do so for a few more years). Needless to say, my partner and I are OVER THE MOON about this.  I am actually very knowledgeable about investments, debt, financial structures, etc. but somehow I had previously missed the strategy that Charles recommended..Charles, we can't thank you enough.
Oct 7th, 2018

My husband and I have worked with Charles for several years.  He's helped with our business and personal finances.  He's educated our staff on the benefits of our Simple IRA.  He's also helped us understand our overall financial picture and planning for retirement.  I truly appreciate that he's a fee only planner, looking out for OUR best interest, and not swayed, like others, by commissions and bonuses for "steering" us to particular investments.  That's happened to us in the past.  I'm glad Charles is on our side and hope to work with him for years to come.
Mar 6th, 2018

Charles and his assistant Andy are very personable and thorough. Very happy with their services!
Jul 21st, 2017

I've been coming to Charles for about 5 years now for financial advice.  I have a complicated situation with various streams of income, business ventures, and some unique goals but Charles' advice has always been spot on.    Charles spent the time to fully understand my situation and has always been very careful to look out for my best interests.  One thing I particularly like about Charles is that although he is cautious, he is also very calm, which is exactly what I need when trying to decide on a course of action for my finances.  Before getting advice from Charles, I had a financial advisor from one of the "big" Portland financial firms for a few years but it eventually became clear that my advisor had a conflict of interest in the sense that, if he sold me on a financial product, he would get a commission, regardless of whether the product did well for me (by the way, that same advisor also gave me some erroneous advice on student-loan deductions that turned out to cost me thousands). When my former advisor eventually tried to sell me on a very expensive "investment-grade" life insurance policy I decided to get a second opinion and came to Charles and have never looked back!  Charles and his team are professional, friendly, and committed to sustainability.  But most of all (for me anyway) I feel like I have always gotten the right advice for my situation, free of any conflicts of interest. I couldn't recommend him more!
Nov 29th, 2016