Carroll Advisory Group

I have enjoyed over 5 years of excellence in all areas of financial management with this team. Rarely do you find this kind of professionalism combined with such personal attention!
Apr 3rd, 2024

Recently switched to Devin and team and couldnt be happier. I highly recommend them for anyone wanting a detailed plan and working with some genuinely good people.
Mar 26th, 2024

I happened to be looking for some guidance on how to navigate the waters concerning our investments and how Social Security would play a role as I approach retirement. I literally stumbled onto Devin Carrolls information on YouTube. I watched several of them and decided to set up an appointment approximately a year and a half ago. What a relief-he and Alexander Davis gave me and my wife a living document on how to do this. We are so glad we have partnered with them.
Mar 24th, 2024

Devin and his team provided a clear understanding of the retirement plan customized especially for us. Alec was very responsive and provided plenty of opportunity for feedback. The biggest plus is the confidence we have in the plan as we near retirement. Highly recommended!
Nov 5th, 2023

We are new clients with Carroll Advisory Team for ongoing investment management, financial consulting, and retirement planning. We highly recommend their services. They have been providing so much valuable information that applies to our specific needs and goals. In the past we have made some decisions regarding the investments in our retirement funds without fully understanding the pitfalls that can go along with the choices that we made. We knew that it was time to find a financial advisor who could explain things in the way that we could clearly understand our choices. We interviewed a variety of people who we felt would explain our options clearly. The fact that Devin and his team have a simple fee structure and do not receive sales commissions gives us confidence that they always have our best interest in mind when making their recommendations. It was so impressive when Devin explained retirement planning fee structures, especially hidden fees and what impact they would have on our portfolio. Devin and his team have gone above and beyond what we would have imagined. We are impressed with the level of detail that goes into designing our own personalized Roadmap. We have so much more clarity now and are grateful for the team. Things that were confusing to us in the past are now making much more sense. This helps us to feel that we are making well informed decisions. We appreciate the teams ability to understand the unique issues retirees face. This brings us peace of mind that we are not missing something that we might not think of on our own. Thank you Devin and team for the exceptional service.
Aug 31st, 2023