Carroll Advisory Group - Texarkana, Texas

Address: 4203 Richmond Pl, Texarkana, TX 75503, United States.
Phone: 9037934014.
Website: carrolladvisory.com
Specialties: Financial planner, Financial consultant, Investment service, Stock broker.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 98 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Carroll Advisory Group

☎️9037934014

⏰ Open Hours of Carroll Advisory Group

Monday: 8 a.m.–12 p.m., 1–5 p.m.
Tuesday: 8 a.m.–12 p.m., 1–5 p.m.
Wednesday: 8 a.m.–12 p.m., 1–5 p.m.
Thursday: 8 a.m.–12 p.m., 1–5 p.m.
Friday: 8 a.m.–12 p.m., 1–4 p.m.
Saturday: Closed
Sunday: Closed

Carroll Advisory Group is a reputable financial service provider located at 4203 Richmond Pl, Texarkana, TX 75503, United States. This group offers a wide range of financial services including Financial planning, Financial consulting, Investment services, and Stock brokerage. With a strong online presence, their official website can be found at carrolladvisory.com.

The group is known for its commitment to customer service, offering online appointments, as well as onsite services to accommodate various client needs. They also provide language assistance, ensuring that non-English speakers are well taken care of. For those with physical accessibility concerns, Carroll Advisory Group has made significant efforts to create an inclusive environment. The facility features a wheelchair-accessible entrance, wheelchair-accessible parking lot, and wheelchair-accessible washroom.

One of the key highlights about Carroll Advisory Group is the appointment requirement. This ensures that clients receive undivided attention from the experts. Moreover, the company highly recommends appointments to ensure smooth service delivery. To give you an idea of their standing in the community, Carroll Advisory Group has garnered 98 reviews on Google My Business with an impressive average opinion rating of 4.9 out of 5. This speaks volumes about the high level of satisfaction their clients experience.

Given the company's specialties and the positive feedback, Carroll Advisory Group is an excellent choice for anyone in need of comprehensive financial advice and services. Their dedication to accessibility, coupled with their high ratings, makes them a reliable option for individuals and businesses alike.

For those considering seeking financial guidance, it's highly recommended to reach out to Carroll Advisory Group through their official website. Don't miss out on the opportunity to benefit from their wealth of experience and expert advice. Visit carrolladvisory.com today to schedule your online or onsite appointment and take the first step towards achieving your financial goals.

👍 Reviews of Carroll Advisory Group

Carroll Advisory Group - Texarkana, Texas

George M.

5/5

I am so glad I found Devin Carroll and his team!!
After watching many of his videos on You Tube, it seemed as if he was honest and sincere.
I then decided to pursue their services to help me with my own retirement plan.
After the initial meeting, Devin entrusted us with a member of his team, Alec.
Alec was great guiding us through the process.
Once he emailed our personal Plan, he was quick to answer my emails.
He offered ideas we hadn’t thought of.
I was impressed with the willingness to create another scenario, several times!
The Zoom meetings help to ease my nerves.
We now have a Plan and are looking forward to retirement!!

Vince J.

5/5

I spoke with Devon about compiling a retirement plan for my upcoming retirement. I then scheduled a conversation with Alec who did an excellent job explaining the process, which helped me decide that the plan was indeed what I was hoping to find. I then providing him the requested information and documentation, which took less than two hours of my time. We then had a deep dive telephone conversation for an hour to clarify some of his questions and answer some that were required after he had reviewed my information. In about 10 days I received several Excel spreadsheets with 7 different retirement scenarios and a lengthy video which explained the spreadsheets in deep detail. Myself and my wife were able to view the video as many times as needed and then scheduled another telephone conversation to clarify any of our questions. I now have a clear picture of my retirement details until age 100. I am very pleased with the information provided and feel the fee was worth every cent. Thank you Alec,

Perry

5/5

I contracted with the Carroll Advisory Group in order to get some clarity on our retirement finances, when I should take SS, etc. I wholeheartedly endorse this team for this purpose! First I talked with Devon, then with Alec. I found both to be good listeners who asked excellent questions and offered good advice. And the report Alec did for me gave insightful details about what I can expect from various income sources and expenses over the next 30 +/- years.
I also thoroughly enjoy Devon’s YouTube videos. That’s what led me to contact them in the first place. So, THANK YOU to the entire team at Carroll Advisory Group!

Jeff C.

5/5

We decided to engage the Services of Devin and Alec for Retirement Roadmap after watching/ reading some of his blogs/videos. The plan was done in a timely basis, helped deliver a picture with multiple scenarios with our end goals in mind to help determine our best strategy.
They were very professional, detailed, and offered insightful engagement throughout the entire process. We consider it an outstanding value and well worth the peace of mind for the monies spent.

Diana W.

5/5

The Big Picture Roadmap Plan is a wonderful tool to use when planning your retirement. You work with an individual. Give them your plans/ideas and they run different scenarios for you. You determine which scenarios you are likely to use and they zero in on that plan. Wonderful experience. No hard sell of other services that they offer.

Bob W.

5/5

I'm 63 years old and just recently retired and I was looking for someone to help me with a game plan moving forward with structuring my investments (traditional and Roth IRA's) along with social security and medicare decisions. Of course, taxes also play a role in those decisions. I found that Carroll Advisory seemed to go beyond the standard "computer program" plans out there, so I decided to hire them. I could not be more pleased with the result. I worked with Alec Capel and he sent me a video of my specific situation and all of the potential implications that each decision would play. After "fine tuning" that plan I now have a clear path forward with all aspects of my financial life and will sleep better knowing that they have helped me with all of the moving parts that play a role in that. I would highly recommend Carroll Advisory Group for your retirement planning

Charles G.

5/5

The Carroll Advisory Group did an excellent job on my retirement plan, and walking through all the details. The excel spread sheet is easy to follow and covers all aspects of the plan. Thank you Devin and Alec.

Brian A.

5/5

The team at Carroll Advisory Group really make you feel at home. They verified my thoughts that I could safely retire early, and put together a plan that will ensure I will be financially secure in doing so. And they are using a hybrid fee structure for me so I don’t pay more than 1%, but will go to flat when my retirement account is able to be moved. Lastly, they are truly good people. I could not recommend them more!