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Carroll Investment Management
- Financial Services
- Texarkana, TX
About this business
Location details
5325 Summerhill Rd, Texarkana, TX, 75503, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 3:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Devin Carroll and his team members have been providing cogent financial advice to us for more than three years - we first followed the Youtube channel and now have engaged on a more significant level. Through all this time, we continue to be both impressed and Very Satisfied. Their tools, reports, and ongoing advice all resonate with us as reasonable and in fact quite prudent. There are many FA's out there - check out the YouTube channel first and the take a deeper look at the services which this team offers. We believe you ... read more
I have been a fan of Devin Carroll and the Big Picture Retirement Show for a few years now. I recently had a call with Devin to go over my financial picture and found him to be extremely knowledgeable and helpful. He offers expertise without the high pressure sales pitch and clearly cares about offering solid and sensible advice.
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.
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.
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 ... read more
Frequently asked questions about Carroll Investment Management
How is Carroll Investment Management rated?
Carroll Investment Management has a 5 star rating with 102 reviews.
When is Carroll Investment Management open?
Carroll Investment Management is closed now. It will open at 9:00 a.m.
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