Understanding Today's Financial Environment
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
One of the oldest independent financial services firms in its field, Carroll, Frank & Plotkin, LLC provides financial advice through our experienced professionals, all of whom are certified in their respective fields of specialty.
Our Mission
Our mission is to provide impartial independent financial advice to our clients. CF&P offers access to a vast array of employee benefits services through major providers in the state. Separately, the advisors offer securities through Royal Alliance Associates, Inc., Member FINRA/SIPC.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.