Client Center

Existing Client? Click here to log onto your account

New Client?

Are you just learning about Carroll Retirement Plans & Investments?  We have a 20+ year track record of providing sound and proven financial advice for our clients.  Are you interested in working with us to meet your retirement goals? Please complete our online New Client Process and a licensed member of our team will contact you in one-two business days.

Not comfortable filling out an online form? We understand. Please call our office and a licensed team member will go through the process with you step-by-step over the phone, or schedule a time for you to stop by and complete the form here in our office with our assistance.  There are many ways to begin the process; we’ll use the method that is the easiest for you.